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Sowell Financial Services’s Yelp YELP Stock Holding History

Sowell Financial Services’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
-208
Closed -$7K – 3321
2020
Q4 		$7K Buy
+208
New +$5.46K ﹤0.01% 2181
2020
Q3 		– Sell
-152
Closed -$4K – 2734
2020
Q2 		$4K Sell
152
-2,132
-93% -$46.5K ﹤0.01% 2000
2020
Q1 		$41K Buy
2,284
+2,032
+806% +$61.8K ﹤0.01% 1121
2019
Q4 		$9K Buy
252
+42
+20% +$1.43K ﹤0.01% 1734
2019
Q3 		$7K Buy
+210
New +$7.26K ﹤0.01% 1660

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.96B AUM 58.65% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's YELP Position: Q1 2021 in Review

Sowell Financial Services sold out of Yelp (YELP) in Q1 2021, closing a stake of 208 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in YELP in Q3 2019 and held it in 5 quarters. The position peaked at $41K in Q1 2020. 224 funds tracked by Wall St. Rank hold YELP as of Q1 2021.

  • Sowell Financial Services reported no remaining Yelp position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 208 Yelp shares in Q1 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Yelp in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Yelp position peaked at $41K in Q1 2020.
  • 224 funds tracked by Wall St. Rank held Yelp as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.