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Realta Investment Advisors’s Yelp YELP Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-200
Closed -$7K – 1441
2019
Q4 		$7K Hold
200
– – ﹤0.01% 1268
2019
Q3 		$7K Hold
200
– – ﹤0.01% 1247
2019
Q2 		$7K Hold
200
– – ﹤0.01% 1281
2019
Q1 		$7K Buy
+200
New +$7.23K ﹤0.01% 1007

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Realta Investment Advisors's YELP Position: Q1 2020 in Review

Realta Investment Advisors sold out of Yelp (YELP) in Q1 2020, closing a stake of 200 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in YELP in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 223 funds tracked by Wall St. Rank hold YELP as of Q1 2020.

  • Realta Investment Advisors reported no remaining Yelp position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 200 Yelp shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in Yelp in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Yelp position peaked at $7K in Q4 2019.
  • 223 funds tracked by Wall St. Rank held Yelp as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.