Sutton Wealth Advisors’s Yelp YELP Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-34	Closed	-$930	–	1588
2022 Q4	$930	Sell	34 -640	-95%	-$20.3K	﹤0.01%	1348
2022 Q3	$22.9K	Buy	674 +656	+3,644%	+$21.7K	0.01%	622
2022 Q2	$500	Buy	18 +6	+50%	+$186	﹤0.01%	1453
2022 Q1	$409	Buy	+12	New	+$412	﹤0.01%	1514

Other funds holding YELP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TGM

Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

Sutton Wealth Advisors's YELP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Yelp (YELP) in Q1 2023, closing a stake of 34 shares — an estimated $930 sold.

Sutton Wealth Advisors first reported a position in YELP in Q1 2022 and held it in 4 quarters. The position peaked at $22.9K in Q3 2022. 244 funds tracked by Wall St. Rank hold YELP as of Q1 2023.

Sutton Wealth Advisors reported no remaining Yelp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 34 Yelp shares in Q1 2023, an estimated $930.
Sutton Wealth Advisors first reported a position in Yelp in Q1 2022 and held it in 4 quarters.
Sutton Wealth Advisors's Yelp position peaked at $22.9K in Q3 2022.
244 funds tracked by Wall St. Rank held Yelp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.