TrinityPoint Wealth’s Yelp YELP Stock Holding History

TrinityPoint Wealth’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
2021 Q3	–	Sell	-5,279	Closed	-$211K	–	318
2021 Q2	$211K	Buy	+5,279	New	+$210K	0.04%	248

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

PGP

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TGM

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

TrinityPoint Wealth's YELP Position: Q3 2021 in Review

TrinityPoint Wealth sold out of Yelp (YELP) in Q3 2021, closing a stake of 5,279 shares — an estimated $211K sold.

TrinityPoint Wealth first reported a position in YELP in Q2 2021 and held it in 1 quarter. The position peaked at $211K in Q2 2021. 233 funds tracked by Wall St. Rank hold YELP as of Q3 2021.

TrinityPoint Wealth reported no remaining Yelp position as of Q3 2021 after selling out during the quarter.
TrinityPoint Wealth sold 5,279 Yelp shares in Q3 2021, an estimated $211K.
TrinityPoint Wealth first reported a position in Yelp in Q2 2021 and held it in 1 quarter.
TrinityPoint Wealth's Yelp position peaked at $211K in Q2 2021.
233 funds tracked by Wall St. Rank held Yelp as of Q3 2021.

Based on TrinityPoint Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.