VFA
YELP icon

Valeo Financial Advisors’s Yelp YELP Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-7
Closed – – 1870
2021
Q1 		$0 Sell
7
-193
-97% -$7.02K ﹤0.01% 2208
2020
Q4 		$7K Buy
+200
New +$5.25K ﹤0.01% 1297
2018
Q4 		– Sell
-34
Closed -$1K – 1752
2018
Q3 		$1K Buy
+34
New +$1.49K ﹤0.01% 1699
2018
Q2 		– Sell
-159
Closed -$7K – 1769
2018
Q1 		$7K Sell
159
-4
-2% -$174 ﹤0.01% 1051
2017
Q4 		$7K Buy
+163
New +$7.25K ﹤0.01% 935

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
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Valeo Financial Advisors's YELP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Yelp (YELP) in Q2 2021, closing a stake of 7 shares.

Valeo Financial Advisors first reported a position in YELP in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q4 2020. 238 funds tracked by Wall St. Rank hold YELP as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Yelp position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 7 Yelp shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Yelp in Q4 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Yelp position peaked at $7K in Q4 2020.
  • 238 funds tracked by Wall St. Rank held Yelp as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.