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Valeo Financial Advisors’s Yext YEXT Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-201
Closed -$3K – 1872
2021
Q1 		$3K Sell
201
-190
-49% -$3.17K ﹤0.01% 1737
2020
Q4 		$6K Sell
391
-207
-35% -$3.54K ﹤0.01% 1347
2020
Q3 		$9K Buy
598
+132
+28% +$2.23K ﹤0.01% 1120
2020
Q2 		$8K Sell
466
-100
-18% -$1.4K ﹤0.01% 1383
2020
Q1 		$6K Buy
566
+200
+55% +$2.87K ﹤0.01% 1273
2019
Q4 		$5K Buy
366
+7
+2% +$109 ﹤0.01% 1305
2019
Q3 		$6K Buy
359
+10
+3% +$190 ﹤0.01% 1176
2019
Q2 		$7K Buy
349
+71
+26% +$1.46K ﹤0.01% 1132
2019
Q1 		$6K Buy
278
+251
+930% +$4.55K ﹤0.01% 1122
2018
Q4 		$0 Sell
27
-4
-13% -$71 ﹤0.01% 1753
2018
Q3 		$1K Buy
31
+4
+15% +$91 ﹤0.01% 1700
2018
Q2 		$1K Hold
27
– – ﹤0.01% 1530
2018
Q1 		$0 Buy
27
+9
+50% +$109 ﹤0.01% 1612
2017
Q4 		$0 Buy
18
+9
+100% +$113 ﹤0.01% 1439
2017
Q3 		$0 Buy
+9
New +$119 ﹤0.01% 1190

Other funds holding YEXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Yext (YEXT) in Q2 2021, closing a stake of 201 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in YEXT in Q3 2017 and held it in 15 quarters. The position peaked at $9K in Q3 2020. 171 funds tracked by Wall St. Rank hold YEXT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Yext position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 201 Yext shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Yext in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Yext position peaked at $9K in Q3 2020.
  • 171 funds tracked by Wall St. Rank held Yext as of Q2 2021.

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