Welch Capital Partners’s Yext YEXT Stock Holding History

Welch Capital Partners’s Portfolio YEXT Stock Details YEXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-98,000	Closed	-$1.42M	–	23
2021 Q1	$1.42M	Buy	+98,000	New	+$1.64M	0.37%	16

Other funds holding YEXT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

IFA

Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Welch Capital Partners's YEXT Position: Q2 2021 in Review

Welch Capital Partners sold out of Yext (YEXT) in Q2 2021, closing a stake of 98,000 shares — an estimated $1.42M sold.

Welch Capital Partners first reported a position in YEXT in Q1 2021 and held it in 1 quarter. The position peaked at $1.42M in Q1 2021. 171 funds tracked by Wall St. Rank hold YEXT as of Q2 2021.

Welch Capital Partners reported no remaining Yext position as of Q2 2021 after selling out during the quarter.
Welch Capital Partners sold 98,000 Yext shares in Q2 2021, an estimated $1.42M.
Welch Capital Partners first reported a position in Yext in Q1 2021 and held it in 1 quarter.
Welch Capital Partners's Yext position peaked at $1.42M in Q1 2021.
171 funds tracked by Wall St. Rank held Yext as of Q2 2021.

Based on Welch Capital Partners's 13F filing for Q2 2021, filed 13 Aug 2021.