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SYSTM Wealth Solutions’s Yelp YELP Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-2,036
Closed -$80.2K – 981
2024
Q1 		$80.2K Buy
2,036
+515
+34% +$21.3K 0.01% 508
2023
Q4 		$72K Buy
+1,521
New +$67.1K 0.01% 515

Other funds holding YELP

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

SYSTM Wealth Solutions's YELP Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Yelp (YELP) in Q2 2024, closing a stake of 2,036 shares — an estimated $80.2K sold.

SYSTM Wealth Solutions first reported a position in YELP in Q4 2023 and held it in 2 quarters. The position peaked at $80.2K in Q1 2024. 283 funds tracked by Wall St. Rank hold YELP as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Yelp position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,036 Yelp shares in Q2 2024, an estimated $80.2K.
  • SYSTM Wealth Solutions first reported a position in Yelp in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Yelp position peaked at $80.2K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held Yelp as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.