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Venturi Wealth Management’s Yext YEXT Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-712
Closed -$4.53K – 1879
2024
Q4 		$4.53K Buy
+712
New +$5.17K ﹤0.01% 1708

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

Venturi Wealth Management's YEXT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Yext (YEXT) in Q1 2025, closing a stake of 712 shares — an estimated $4.53K sold.

Venturi Wealth Management first reported a position in YEXT in Q4 2024 and held it in 1 quarter. The position peaked at $4.53K in Q4 2024. 184 funds tracked by Wall St. Rank hold YEXT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Yext position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 712 Yext shares in Q1 2025, an estimated $4.53K.
  • Venturi Wealth Management first reported a position in Yext in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Yext position peaked at $4.53K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Yext as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.