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Spire Wealth Management’s Yext YEXT Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-1,668
Closed -$17K – 2916
2021
Q4 		$17K Buy
1,668
+1,568
+1,568% +$17.6K ﹤0.01% 2185
2021
Q3 		$1K Buy
+100
New +$1.29K ﹤0.01% 2552

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's YEXT Position: Q1 2022 in Review

Spire Wealth Management sold out of Yext (YEXT) in Q1 2022, closing a stake of 1,668 shares — an estimated $17K sold.

Spire Wealth Management first reported a position in YEXT in Q3 2021 and held it in 2 quarters. The position peaked at $17K in Q4 2021. 178 funds tracked by Wall St. Rank hold YEXT as of Q1 2022.

  • Spire Wealth Management reported no remaining Yext position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,668 Yext shares in Q1 2022, an estimated $17K.
  • Spire Wealth Management first reported a position in Yext in Q3 2021 and held it in 2 quarters.
  • Spire Wealth Management's Yext position peaked at $17K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held Yext as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.