Ropes Wealth Advisors’s Yelp YELP Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-123	Closed	-$4K	–	817
2020 Q4	$4K	Hold	123	–	–	﹤0.01%	589
2020 Q3	$2K	Hold	123	–	–	﹤0.01%	585
2020 Q2	$3K	Hold	123	–	–	﹤0.01%	520
2020 Q1	$2K	Hold	123	–	–	﹤0.01%	507
2019 Q4	$4K	Hold	123	–	–	﹤0.01%	509
2019 Q3	$4K	Hold	123	–	–	﹤0.01%	521
2019 Q2	$4K	Hold	123	–	–	﹤0.01%	531
2019 Q1	$4K	Hold	123	–	–	﹤0.01%	492
2018 Q4	$4K	Hold	123	–	–	﹤0.01%	468
2018 Q3	$6K	Buy	+123	New	+$5.37K	﹤0.01%	488

Other funds holding YELP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ropes Wealth Advisors's YELP Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Yelp (YELP) in Q1 2021, closing a stake of 123 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in YELP in Q3 2018 and held it in 10 quarters. The position peaked at $6K in Q3 2018. 224 funds tracked by Wall St. Rank hold YELP as of Q1 2021.

Ropes Wealth Advisors reported no remaining Yelp position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 123 Yelp shares in Q1 2021, an estimated $4K.
Ropes Wealth Advisors first reported a position in Yelp in Q3 2018 and held it in 10 quarters.
Ropes Wealth Advisors's Yelp position peaked at $6K in Q3 2018.
224 funds tracked by Wall St. Rank held Yelp as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.