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Prestige Wealth Management Group’s Yext YEXT Stock Holding History

Prestige Wealth Management Group’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
2019
Q1 		– Sell
-1,000
Closed -$15K – 1165
2018
Q4 		$15K Buy
+1,000
New +$17.6K 0.01% 371

Other funds holding YEXT

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Prestige Wealth Management Group's YEXT Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Yext (YEXT) in Q1 2019, closing a stake of 1,000 shares — an estimated $15K sold.

Prestige Wealth Management Group first reported a position in YEXT in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 156 funds tracked by Wall St. Rank hold YEXT as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Yext position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1,000 Yext shares in Q1 2019, an estimated $15K.
  • Prestige Wealth Management Group first reported a position in Yext in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Yext position peaked at $15K in Q4 2018.
  • 156 funds tracked by Wall St. Rank held Yext as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.