TWA
YELP icon

TCI Wealth Advisors’s Yelp YELP Stock Holding History

TCI 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
Q2 		– Sell
-3
Closed -$93 – 2289
2023
Q1 		$93 Buy
3
+1
+50% +$30 ﹤0.01% 2403
2022
Q4 		$55 Sell
2
-1
-33% -$32 ﹤0.01% 2429
2022
Q3 		$0 Sell
3
-133
-98% -$4.4K ﹤0.01% 2626
2022
Q2 		$4K Buy
+136
New +$4.22K ﹤0.01% 1720
2022
Q1 		– Sell
-131
Closed -$5K – 2490
2021
Q4 		$5K Sell
131
-76
-37% -$2.85K ﹤0.01% 1737
2021
Q3 		$8K Buy
207
+67
+48% +$2.54K ﹤0.01% 1307
2021
Q2 		$6K Buy
140
+55
+65% +$2.18K ﹤0.01% 1374
2021
Q1 		$3K Buy
+85
New +$3.09K ﹤0.01% 1610
2019
Q2 		– Sell
-20
Closed -$1K – 1569
2019
Q1 		$1K Hold
20
– – ﹤0.01% 1333
2018
Q4 		$1K Buy
+20
New +$764 ﹤0.01% 1342

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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TCI Wealth Advisors's YELP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Yelp (YELP) in Q2 2023, closing a stake of 3 shares — an estimated $93 sold.

TCI Wealth Advisors first reported a position in YELP in Q4 2018 and held it in 10 quarters. The position peaked at $8K in Q3 2021. 253 funds tracked by Wall St. Rank hold YELP as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Yelp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 Yelp shares in Q2 2023, an estimated $93.
  • TCI Wealth Advisors first reported a position in Yelp in Q4 2018 and held it in 10 quarters.
  • TCI Wealth Advisors's Yelp position peaked at $8K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held Yelp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.