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U.S. Capital Wealth Advisors’s Yelp YELP Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-1,000
Closed -$27.3K – 1554
2022
Q4 		$27.3K Buy
+1,000
New +$31.7K ﹤0.01% 1036

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

U.S. Capital Wealth Advisors's YELP Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Yelp (YELP) in Q1 2023, closing a stake of 1,000 shares — an estimated $27.3K sold.

U.S. Capital Wealth Advisors first reported a position in YELP in Q4 2022 and held it in 1 quarter. The position peaked at $27.3K in Q4 2022. 244 funds tracked by Wall St. Rank hold YELP as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Yelp position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,000 Yelp shares in Q1 2023, an estimated $27.3K.
  • U.S. Capital Wealth Advisors first reported a position in Yelp in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Yelp position peaked at $27.3K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Yelp as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.