West Oak Capital’s Yext YEXT Stock Holding History

West Oak Capital’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
2022 Q2	–	Sell	-200	Closed	-$1K	–	376
2022 Q1	$1K	Buy	200 +50	+33%	+$382	﹤0.01%	355
2021 Q4	$1K	Buy	150 +50	+50%	+$562	﹤0.01%	357
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	363
2021 Q2	$1K	Buy	+100	New	+$1.39K	﹤0.01%	352

Other funds holding YEXT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

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

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

West Oak Capital's YEXT Position: Q2 2022 in Review

West Oak Capital sold out of Yext (YEXT) in Q2 2022, closing a stake of 200 shares — an estimated $1K sold.

West Oak Capital first reported a position in YEXT in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 158 funds tracked by Wall St. Rank hold YEXT as of Q2 2022.

West Oak Capital reported no remaining Yext position as of Q2 2022 after selling out during the quarter.
West Oak Capital sold 200 Yext shares in Q2 2022, an estimated $1K.
West Oak Capital first reported a position in Yext in Q2 2021 and held it in 4 quarters.
West Oak Capital's Yext position peaked at $1K in Q1 2022.
158 funds tracked by Wall St. Rank held Yext as of Q2 2022.

Based on West Oak Capital's 13F filing for Q2 2022, filed 11 Jul 2022.