TSWM
YELP icon

Tyler-Stone Wealth Management’s Yelp YELP Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-664
Closed -$24.5K – 967
2024
Q2 		$24.5K Hold
664
– – 0.01% 489
2024
Q1 		$26.2K Hold
664
– – 0.01% 476
2023
Q4 		$31.4K Hold
664
– – 0.02% 433
2023
Q3 		$28K Hold
664
– – 0.02% 431
2023
Q2 		$24K Buy
+664
New +$21.4K 0.01% 454
2022
Q4 		$18K Hold
664
– – 0.01% 460
2022
Q3 		$23K Hold
664
– – 0.02% 412
2022
Q2 		$18K Hold
664
– – 0.01% 471
2022
Q1 		$23K Hold
664
– – 0.01% 456
2021
Q4 		$24K Buy
+664
New +$24.9K 0.01% 472

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Tyler-Stone Wealth Management's YELP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Yelp (YELP) in Q3 2024, closing a stake of 664 shares — an estimated $24.5K sold.

Tyler-Stone Wealth Management first reported a position in YELP in Q4 2021 and held it in 10 quarters. The position peaked at $31.4K in Q4 2023. 286 funds tracked by Wall St. Rank hold YELP as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Yelp position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 664 Yelp shares in Q3 2024, an estimated $24.5K.
  • Tyler-Stone Wealth Management first reported a position in Yelp in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Yelp position peaked at $31.4K in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Yelp as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.