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Wetzel Investment Advisors’s Yelp YELP Stock Holding History

Wetzel 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
2024
Q3 		– Sell
-83
Closed -$3.27K – 917
2024
Q2 		$3.27K Hold
83
– – ﹤0.01% 660
2024
Q1 		$3.27K Hold
83
– – ﹤0.01% 757
2023
Q4 		$4K Buy
+83
New +$3.66K ﹤0.01% 749

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wetzel Investment Advisors's YELP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Yelp (YELP) in Q3 2024, closing a stake of 83 shares — an estimated $3.27K sold.

Wetzel Investment Advisors first reported a position in YELP in Q4 2023 and held it in 3 quarters. The position peaked at $4K in Q4 2023. 286 funds tracked by Wall St. Rank hold YELP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Yelp position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 83 Yelp shares in Q3 2024, an estimated $3.27K.
  • Wetzel Investment Advisors first reported a position in Yelp in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Yelp position peaked at $4K in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Yelp as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.