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Wealthstreet Investment Advisors’s Yelp YELP Stock Holding History

Wealthstreet Investment 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
2018
Q4 		– Sell
-6,485
Closed -$319K – 350
2018
Q3 		$319K Sell
6,485
-60
-0.9% -$2.62K 0.04% 284
2018
Q2 		$256K Hold
6,545
– – 0.03% 303
2018
Q1 		$273K Sell
6,545
-444
-6% -$19.3K 0.03% 296
2017
Q4 		$293K Buy
+6,989
New +$311K 0.04% 284

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PGP
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SI
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return