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Strategic Family Wealth Counselors’s Yext YEXT Stock Holding History

Strategic Family Wealth Counselors’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
2024
Q4 		– Sell
-14,311
Closed -$99K – 147
2024
Q3 		$99K Hold
14,311
– – 0.03% 132
2024
Q2 		$76.6K Hold
14,311
– – 0.03% 122
2024
Q1 		$86.3K Hold
14,311
– – 0.03% 115
2023
Q4 		$84.3K Hold
14,311
– – 0.04% 115
2023
Q3 		$90.6K Hold
14,311
– – 0.04% 107
2023
Q2 		$162K Buy
+14,311
New +$136K 0.07% 107

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.02% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Family Wealth Counselors's YEXT Position: Q4 2024 in Review

Strategic Family Wealth Counselors sold out of Yext (YEXT) in Q4 2024, closing a stake of 14,311 shares — an estimated $99K sold.

Strategic Family Wealth Counselors first reported a position in YEXT in Q2 2023 and held it in 6 quarters. The position peaked at $162K in Q2 2023. 182 funds tracked by Wall St. Rank hold YEXT as of Q4 2024.

  • Strategic Family Wealth Counselors reported no remaining Yext position as of Q4 2024 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 14,311 Yext shares in Q4 2024, an estimated $99K.
  • Strategic Family Wealth Counselors first reported a position in Yext in Q2 2023 and held it in 6 quarters.
  • Strategic Family Wealth Counselors's Yext position peaked at $162K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held Yext as of Q4 2024.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2024, filed 7 Feb 2025.