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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

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.44B AUM 28.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthstreet Investment Advisors's YELP Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of Yelp (YELP) in Q4 2018, closing a stake of 6,485 shares — an estimated $319K sold.

Wealthstreet Investment Advisors first reported a position in YELP in Q4 2017 and held it in 4 quarters. The position peaked at $319K in Q3 2018. 239 funds tracked by Wall St. Rank hold YELP as of Q4 2018.

  • Wealthstreet Investment Advisors reported no remaining Yelp position as of Q4 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 6,485 Yelp shares in Q4 2018, an estimated $319K.
  • Wealthstreet Investment Advisors first reported a position in Yelp in Q4 2017 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Yelp position peaked at $319K in Q3 2018.
  • 239 funds tracked by Wall St. Rank held Yelp as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.