tru Independence’s Yext YEXT Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-100	Closed	-$2	–	870
2020 Q2	$2	Hold	100	–	–	﹤0.01%	826
2020 Q1	$1	Hold	100	–	–	﹤0.01%	706
2019 Q4	$1K	Buy	+100	New	+$1.55K	﹤0.01%	908

Other funds holding YEXT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

IFA

Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return

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

tru Independence's YEXT Position: Q3 2020 in Review

tru Independence sold out of Yext (YEXT) in Q3 2020, closing a stake of 100 shares — an estimated $2 sold.

tru Independence first reported a position in YEXT in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 143 funds tracked by Wall St. Rank hold YEXT as of Q3 2020.

tru Independence reported no remaining Yext position as of Q3 2020 after selling out during the quarter.
tru Independence sold 100 Yext shares in Q3 2020, an estimated $2.
tru Independence first reported a position in Yext in Q4 2019 and held it in 3 quarters.
tru Independence's Yext position peaked at $1K in Q4 2019.
143 funds tracked by Wall St. Rank held Yext as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.