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Stratos Wealth Partners’s Yelp YELP Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-343
Closed -$17K – 2547
2018
Q3 		$17K Buy
+343
New +$15K ﹤0.01% 1962
2018
Q2 		– Sell
-2,873
Closed -$120K – 2627
2018
Q1 		$120K Sell
2,873
-540
-16% -$23.5K 0.01% 1107
2017
Q4 		$143K Buy
+3,413
New +$152K 0.01% 1010

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PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
SI
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stratos Wealth Partners's YELP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Yelp (YELP) in Q4 2018, closing a stake of 343 shares — an estimated $17K sold.

Stratos Wealth Partners first reported a position in YELP in Q4 2017 and held it in 3 quarters. The position peaked at $143K in Q4 2017. 239 funds tracked by Wall St. Rank hold YELP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Yelp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 343 Yelp shares in Q4 2018, an estimated $17K.
  • Stratos Wealth Partners first reported a position in Yelp in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Yelp position peaked at $143K in Q4 2017.
  • 239 funds tracked by Wall St. Rank held Yelp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.