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Pension & Wealth Management Advisors’s Yeti Holdings YETI Stock Holding History

Pension & Wealth Management Advisors’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24
Closed -$960 – 333
2023
Q1 		$960 Buy
+24
New +$991 ﹤0.01% 301

Other funds holding YETI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pension & Wealth Management Advisors's YETI Position: Q2 2023 in Review

Pension & Wealth Management Advisors sold out of Yeti Holdings (YETI) in Q2 2023, closing a stake of 24 shares — an estimated $960 sold.

Pension & Wealth Management Advisors first reported a position in YETI in Q1 2023 and held it in 1 quarter. The position peaked at $960 in Q1 2023. 345 funds tracked by Wall St. Rank hold YETI as of Q2 2023.

  • Pension & Wealth Management Advisors reported no remaining Yeti Holdings position as of Q2 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 24 Yeti Holdings shares in Q2 2023, an estimated $960.
  • Pension & Wealth Management Advisors first reported a position in Yeti Holdings in Q1 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Yeti Holdings position peaked at $960 in Q1 2023.
  • 345 funds tracked by Wall St. Rank held Yeti Holdings as of Q2 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2023, filed 7 Aug 2026.