Walled Lake Planning & Wealth Management’s Yelp YELP Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-2,568	Closed	-$96K	–	319
2021 Q3	$96K	Buy	2,568 +443	+21%	+$16.8K	0.06%	125
2021 Q2	$85K	Hold	2,125	–	–	0.06%	128
2021 Q1	$83K	Hold	2,125	–	–	0.06%	125
2020 Q4	$69K	Hold	2,125	–	–	0.05%	120
2020 Q3	$43K	Hold	2,125	–	–	0.03%	135
2020 Q2	$49K	Sell	2,125 -1,575	-43%	-$34.3K	0.04%	111
2020 Q1	$67K	Buy	3,700 +300	+9%	+$9.12K	0.06%	92
2019 Q4	$118K	Buy	+3,400	New	+$115K	0.09%	84

Other funds holding YELP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TGM

Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Walled Lake Planning & Wealth Management's YELP Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Yelp (YELP) in Q4 2021, closing a stake of 2,568 shares — an estimated $96K sold.

Walled Lake Planning & Wealth Management first reported a position in YELP in Q4 2019 and held it in 8 quarters. The position peaked at $118K in Q4 2019. 246 funds tracked by Wall St. Rank hold YELP as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Yelp position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 2,568 Yelp shares in Q4 2021, an estimated $96K.
Walled Lake Planning & Wealth Management first reported a position in Yelp in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Yelp position peaked at $118K in Q4 2019.
246 funds tracked by Wall St. Rank held Yelp as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.