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Source Financial Advisors’s Yelp YELP Stock Holding History

Source Financial 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
Q3 		– Sell
-20,112
Closed -$804K – 110
2021
Q2 		$804K Hold
20,112
– – 0.21% 58
2021
Q1 		$784K Hold
20,112
– – 0.21% 57
2020
Q4 		$657K Buy
+20,112
New +$528K 0.18% 63

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
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

Source Financial Advisors's YELP Position: Q3 2021 in Review

Source Financial Advisors sold out of Yelp (YELP) in Q3 2021, closing a stake of 20,112 shares — an estimated $804K sold.

Source Financial Advisors first reported a position in YELP in Q4 2020 and held it in 3 quarters. The position peaked at $804K in Q2 2021. 233 funds tracked by Wall St. Rank hold YELP as of Q3 2021.

  • Source Financial Advisors reported no remaining Yelp position as of Q3 2021 after selling out during the quarter.
  • Source Financial Advisors sold 20,112 Yelp shares in Q3 2021, an estimated $804K.
  • Source Financial Advisors first reported a position in Yelp in Q4 2020 and held it in 3 quarters.
  • Source Financial Advisors's Yelp position peaked at $804K in Q2 2021.
  • 233 funds tracked by Wall St. Rank held Yelp as of Q3 2021.

Based on Source Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.