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Steward Partners Investment Advisory’s Yext YEXT Stock Holding History

Steward Partners Investment Advisory’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
2021
Q2 		– Sell
-200
Closed -$2.9K – 7435
2021
Q1 		$2.9K Buy
+200
New +$3.34K ﹤0.01% 3146
2019
Q4 		– Sell
-200
Closed -$3K – 2759
2019
Q3 		$3K Hold
200
– – ﹤0.01% 2382
2019
Q2 		$4K Buy
+200
New +$4.12K ﹤0.01% 2304

Other funds holding YEXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Partners Investment Advisory's YEXT Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Yext (YEXT) in Q2 2021, closing a stake of 200 shares — an estimated $2.9K sold.

Steward Partners Investment Advisory first reported a position in YEXT in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 171 funds tracked by Wall St. Rank hold YEXT as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Yext position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 Yext shares in Q2 2021, an estimated $2.9K.
  • Steward Partners Investment Advisory first reported a position in Yext in Q2 2019 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Yext position peaked at $4K in Q2 2019.
  • 171 funds tracked by Wall St. Rank held Yext as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.