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Polaris Wealth Advisory Group’s Yelp YELP Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-100
Closed -$5K – 479
2018
Q3 		$5K Hold
100
– – ﹤0.01% 455
2018
Q2 		$4K Hold
100
– – ﹤0.01% 229
2018
Q1 		$4K Buy
+100
New +$4.35K ﹤0.01% 416

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
SI
SQN Investors Menlo Park, California $12.8M AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Polaris Wealth Advisory Group's YELP Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Yelp (YELP) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Polaris Wealth Advisory Group first reported a position in YELP in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 239 funds tracked by Wall St. Rank hold YELP as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Yelp position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 100 Yelp shares in Q4 2018, an estimated $5K.
  • Polaris Wealth Advisory Group first reported a position in Yelp in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Yelp position peaked at $5K in Q3 2018.
  • 239 funds tracked by Wall St. Rank held Yelp as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.