Sowell Financial Services’s Yext YEXT Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-488	Closed	-$5K	–	2695
2020 Q1	$5K	Buy	+488	New	+$7K	﹤0.01%	1845

Other funds holding YEXT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

IFA

Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's YEXT Position: Q2 2020 in Review

Sowell Financial Services sold out of Yext (YEXT) in Q2 2020, closing a stake of 488 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in YEXT in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 146 funds tracked by Wall St. Rank hold YEXT as of Q2 2020.

Sowell Financial Services reported no remaining Yext position as of Q2 2020 after selling out during the quarter.
Sowell Financial Services sold 488 Yext shares in Q2 2020, an estimated $5K.
Sowell Financial Services first reported a position in Yext in Q1 2020 and held it in 1 quarter.
Sowell Financial Services's Yext position peaked at $5K in Q1 2020.
146 funds tracked by Wall St. Rank held Yext as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.