TCI Wealth Advisors’s Yext YEXT Stock Holding History

TCI Wealth Advisors’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
2022 Q3	–	Sell	-58	Closed	–	–	2628
2022 Q2	$0	Sell	58 -1,464	-96%	-$8.13K	﹤0.01%	2549
2022 Q1	$10K	Buy	1,522 +1,083	+247%	+$8.27K	﹤0.01%	1124
2021 Q4	$4K	Buy	439 +171	+64%	+$1.92K	﹤0.01%	1926
2021 Q3	$3K	Buy	+268	New	+$3.45K	﹤0.01%	2039
2021 Q2	–	Sell	-130	Closed	-$2K	–	2472
2021 Q1	$2K	Buy	130 +125	+2,500%	+$2.09K	﹤0.01%	1932
2020 Q4	$0	Buy	+5	New	+$86	﹤0.01%	1684

Other funds holding YEXT

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TCI Wealth Advisors's YEXT Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Yext (YEXT) in Q3 2022, closing a stake of 58 shares.

TCI Wealth Advisors first reported a position in YEXT in Q4 2020 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 160 funds tracked by Wall St. Rank hold YEXT as of Q3 2022.

TCI Wealth Advisors reported no remaining Yext position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 58 Yext shares in Q3 2022.
TCI Wealth Advisors first reported a position in Yext in Q4 2020 and held it in 6 quarters.
TCI Wealth Advisors's Yext position peaked at $10K in Q1 2022.
160 funds tracked by Wall St. Rank held Yext as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.