Smith Group Asset Management’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-82,104
| Closed | -$522K | – | 204 |
|
|
2024
Q4 | $522K | Buy |
82,104
+807
| +1% | +$5.13K | 0.04% | 143 |
|
|
2024
Q3 | $563K | Buy |
81,297
+41,241
| +103% | +$285K | 0.05% | 98 |
|
|
2024
Q2 | $214K | Buy |
40,056
+256
| +0.6% | +$1.37K | 0.02% | 131 |
|
|
2024
Q1 | $240K | Buy |
39,800
+19,000
| +91% | +$115K | 0.01% | 172 |
|
|
2023
Q4 | $123K | Buy |
+20,800
| New | +$123K | 0.01% | 174 |
|