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WealthTrak Capital Management’s Yelp YELP Stock Holding History

WealthTrak Capital 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
2025
Q1 		– Sell
-10
Closed -$387 – 1125
2024
Q4 		$387 Buy
+10
New +$365 ﹤0.01% 640

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State Street
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

WealthTrak Capital Management's YELP Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Yelp (YELP) in Q1 2025, closing a stake of 10 shares — an estimated $387 sold.

WealthTrak Capital Management first reported a position in YELP in Q4 2024 and held it in 1 quarter. The position peaked at $387 in Q4 2024. 319 funds tracked by Wall St. Rank hold YELP as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Yelp position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 Yelp shares in Q1 2025, an estimated $387.
  • WealthTrak Capital Management first reported a position in Yelp in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's Yelp position peaked at $387 in Q4 2024.
  • 319 funds tracked by Wall St. Rank held Yelp as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.