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Private Wealth Management Group’s Yelp YELP Stock Holding History

Private Wealth Management 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
2024
Q3 		– Sell
-30
Closed -$1.11K – 1553
2024
Q2 		$1.11K Sell
30
-49
-62% -$1.88K ﹤0.01% 1244
2024
Q1 		$3.11K Hold
79
– – ﹤0.01% 794
2023
Q4 		$3.74K Buy
+79
New +$3.49K ﹤0.01% 730

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Private Wealth Management Group's YELP Position: Q3 2024 in Review

Private Wealth Management Group sold out of Yelp (YELP) in Q3 2024, closing a stake of 30 shares — an estimated $1.11K sold.

Private Wealth Management Group first reported a position in YELP in Q4 2023 and held it in 3 quarters. The position peaked at $3.74K in Q4 2023. 286 funds tracked by Wall St. Rank hold YELP as of Q3 2024.

  • Private Wealth Management Group reported no remaining Yelp position as of Q3 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 30 Yelp shares in Q3 2024, an estimated $1.11K.
  • Private Wealth Management Group first reported a position in Yelp in Q4 2023 and held it in 3 quarters.
  • Private Wealth Management Group's Yelp position peaked at $3.74K in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Yelp as of Q3 2024.

Based on Private Wealth Management Group's 13F filing for Q3 2024, filed 29 Oct 2024.