RIA
YEXT icon

Realta Investment Advisors’s Yext YEXT Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-540
Closed -$9K – 1442
2019
Q4 		$9K Hold
540
– – ﹤0.01% 1183
2019
Q3 		$8K Hold
540
– – ﹤0.01% 1198
2019
Q2 		$11K Buy
+540
New +$11.1K ﹤0.01% 1116

Other funds holding YEXT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Realta Investment Advisors sold out of Yext (YEXT) in Q1 2020, closing a stake of 540 shares — an estimated $9K sold.

Realta Investment Advisors first reported a position in YEXT in Q2 2019 and held it in 3 quarters. The position peaked at $11K in Q2 2019. 121 funds tracked by Wall St. Rank hold YEXT as of Q1 2020.

  • Realta Investment Advisors reported no remaining Yext position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 540 Yext shares in Q1 2020, an estimated $9K.
  • Realta Investment Advisors first reported a position in Yext in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Yext position peaked at $11K in Q2 2019.
  • 121 funds tracked by Wall St. Rank held Yext as of Q1 2020.

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