Toth Financial Advisory’s Yext YEXT Stock Holding History

Toth Financial Advisory’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
2021 Q4	–	Sell	-100	Closed	-$1K	–	825
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	732
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	672
2021 Q1	$1K	Hold	100	–	–	﹤0.01%	657
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	554
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	499
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	482
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	439
2019 Q4	$1K	Buy	+100	New	+$1.55K	﹤0.01%	469

Other funds holding YEXT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 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

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

Toth Financial Advisory's YEXT Position: Q4 2021 in Review

Toth Financial Advisory sold out of Yext (YEXT) in Q4 2021, closing a stake of 100 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in YEXT in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q4 2020. 163 funds tracked by Wall St. Rank hold YEXT as of Q4 2021.

Toth Financial Advisory reported no remaining Yext position as of Q4 2021 after selling out during the quarter.
Toth Financial Advisory sold 100 Yext shares in Q4 2021, an estimated $1K.
Toth Financial Advisory first reported a position in Yext in Q4 2019 and held it in 8 quarters.
Toth Financial Advisory's Yext position peaked at $2K in Q4 2020.
163 funds tracked by Wall St. Rank held Yext as of Q4 2021.

Based on Toth Financial Advisory's 13F filing for Q4 2021, filed 31 Jan 2022.