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Plante Moran Financial Advisors’s Yelp YELP Stock Holding History

Plante Moran Financial Advisors’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-122
Closed -$5K – 1115
2021
Q1 		$5K Buy
+122
New +$4.43K ﹤0.01% 793
2015
Q1 		– Sell
-150
Closed -$8K – 810
2014
Q4 		$8K Buy
+150
New +$8.87K 0.01% 592

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Plante Moran Financial Advisors's YELP Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Yelp (YELP) in Q2 2021, closing a stake of 122 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in YELP in Q4 2014 and held it in 2 quarters. The position peaked at $8K in Q4 2014. 238 funds tracked by Wall St. Rank hold YELP as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Yelp position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 122 Yelp shares in Q2 2021, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Yelp in Q4 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Yelp position peaked at $8K in Q4 2014.
  • 238 funds tracked by Wall St. Rank held Yelp as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.