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Ruedi Wealth Management’s Yelp YELP Stock Holding History

Ruedi Wealth Management’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
2023
Q3 		– Sell
-134
Closed -$4.88K – 235
2023
Q2 		$4.88K Sell
134
-9
-6% -$290 ﹤0.01% 164
2023
Q1 		$4.39K Hold
143
– – ﹤0.01% 197
2022
Q4 		$3.91K Buy
+143
New +$4.54K ﹤0.01% 189

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
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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Ruedi Wealth Management's YELP Position: Q3 2023 in Review

Ruedi Wealth Management sold out of Yelp (YELP) in Q3 2023, closing a stake of 134 shares — an estimated $4.88K sold.

Ruedi Wealth Management first reported a position in YELP in Q4 2022 and held it in 3 quarters. The position peaked at $4.88K in Q2 2023. 276 funds tracked by Wall St. Rank hold YELP as of Q3 2023.

  • Ruedi Wealth Management reported no remaining Yelp position as of Q3 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 134 Yelp shares in Q3 2023, an estimated $4.88K.
  • Ruedi Wealth Management first reported a position in Yelp in Q4 2022 and held it in 3 quarters.
  • Ruedi Wealth Management's Yelp position peaked at $4.88K in Q2 2023.
  • 276 funds tracked by Wall St. Rank held Yelp as of Q3 2023.

Based on Ruedi Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.