WESPAC Advisors SoCal’s Yext YEXT Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-1,000	Closed	-$21K	–	329
2019 Q1	$21K	Hold	1,000	–	–	0.01%	174
2018 Q4	$14K	Buy	+1,000	New	+$17.6K	0.01%	213

Other funds holding YEXT

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WESPAC Advisors SoCal's YEXT Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Yext (YEXT) in Q2 2019, closing a stake of 1,000 shares — an estimated $21K sold.

WESPAC Advisors SoCal first reported a position in YEXT in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2019. 148 funds tracked by Wall St. Rank hold YEXT as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Yext position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 1,000 Yext shares in Q2 2019, an estimated $21K.
WESPAC Advisors SoCal first reported a position in Yext in Q4 2018 and held it in 2 quarters.
WESPAC Advisors SoCal's Yext position peaked at $21K in Q1 2019.
148 funds tracked by Wall St. Rank held Yext as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.