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YELP icon

Wealthfront’s Yelp YELP Stock Holding History

Wealthfront’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
2017
Q4 		– Sell
-10,136
Closed -$439K – 524
2017
Q3 		$439K Sell
10,136
-4,325
-30% -$167K 0.01% 351
2017
Q2 		$434K Sell
14,461
-2,088
-13% -$65.1K 0.01% 302
2017
Q1 		$542K Buy
16,549
+7,273
+78% +$270K 0.01% 214
2016
Q4 		$354K Buy
9,276
+1,272
+16% +$47K 0.01% 268
2016
Q3 		$334K Buy
+8,004
New +$281K 0.01% 256
2015
Q4 		– Sell
-40
Closed -$1K – 1100
2015
Q3 		$1K Buy
+40
New +$1.11K ﹤0.01% 1224

Other funds holding YELP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Wealthfront's YELP Position: Q4 2017 in Review

Wealthfront sold out of Yelp (YELP) in Q4 2017, closing a stake of 10,136 shares — an estimated $439K sold.

Wealthfront first reported a position in YELP in Q3 2015 and held it in 6 quarters. The position peaked at $542K in Q1 2017. 219 funds tracked by Wall St. Rank hold YELP as of Q4 2017.

  • Wealthfront reported no remaining Yelp position as of Q4 2017 after selling out during the quarter.
  • Wealthfront sold 10,136 Yelp shares in Q4 2017, an estimated $439K.
  • Wealthfront first reported a position in Yelp in Q3 2015 and held it in 6 quarters.
  • Wealthfront's Yelp position peaked at $542K in Q1 2017.
  • 219 funds tracked by Wall St. Rank held Yelp as of Q4 2017.

Based on Wealthfront's 13F filing for Q4 2017, filed 9 Feb 2018.