Ropes Wealth Advisors’s Yext YEXT Stock Holding History

Ropes Wealth 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	-1,500	Closed	-$22K	–	580
2019 Q4	$22K	Hold	1,500	–	–	﹤0.01%	410
2019 Q3	$24K	Hold	1,500	–	–	0.01%	414
2019 Q2	$30K	Hold	1,500	–	–	0.01%	391
2019 Q1	$33K	Buy	+1,500	New	+$27.2K	0.01%	373

Other funds holding YEXT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

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

Ropes Wealth Advisors's YEXT Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of Yext (YEXT) in Q1 2020, closing a stake of 1,500 shares — an estimated $22K sold.

Ropes Wealth Advisors first reported a position in YEXT in Q1 2019 and held it in 4 quarters. The position peaked at $33K in Q1 2019. 121 funds tracked by Wall St. Rank hold YEXT as of Q1 2020.

Ropes Wealth Advisors reported no remaining Yext position as of Q1 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 1,500 Yext shares in Q1 2020, an estimated $22K.
Ropes Wealth Advisors first reported a position in Yext in Q1 2019 and held it in 4 quarters.
Ropes Wealth Advisors's Yext position peaked at $33K in Q1 2019.
121 funds tracked by Wall St. Rank held Yext as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.