Perigon Wealth Management’s Yext YEXT Stock Holding History

Perigon Wealth Management’s Portfolio YEXT Stock Details YEXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-17,582	Closed	-$78K	–	728
2022 Q3	$78K	Hold	17,582	–	–	0.01%	560
2022 Q2	$84K	Hold	17,582	–	–	0.01%	555
2022 Q1	$121K	Buy	+17,582	New	+$134K	0.01%	586
2021 Q1	–	Sell	-12,908	Closed	-$203K	–	1059
2020 Q4	$203K	Sell	12,908 -2,745	-18%	-$47K	0.02%	394
2020 Q3	$238K	Buy	+15,653	New	+$264K	0.03%	336

Other funds holding YEXT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

Perigon Wealth Management's YEXT Position: Q4 2022 in Review

Perigon Wealth Management sold out of Yext (YEXT) in Q4 2022, closing a stake of 17,582 shares — an estimated $78K sold.

Perigon Wealth Management first reported a position in YEXT in Q3 2020 and held it in 5 quarters. The position peaked at $238K in Q3 2020. 169 funds tracked by Wall St. Rank hold YEXT as of Q4 2022.

Perigon Wealth Management reported no remaining Yext position as of Q4 2022 after selling out during the quarter.
Perigon Wealth Management sold 17,582 Yext shares in Q4 2022, an estimated $78K.
Perigon Wealth Management first reported a position in Yext in Q3 2020 and held it in 5 quarters.
Perigon Wealth Management's Yext position peaked at $238K in Q3 2020.
169 funds tracked by Wall St. Rank held Yext as of Q4 2022.

Based on Perigon Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.