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Wetzel Investment Advisors’s Yeti Holdings YETI Stock Holding History

Wetzel Investment Advisors’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$7.71K – 918
2024
Q2 		$7.71K Hold
200
– – ﹤0.01% 503
2024
Q1 		$7.4K Hold
200
– – ﹤0.01% 597
2023
Q4 		$10K Buy
+200
New +$8.86K 0.01% 531

Other funds holding YETI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Wetzel Investment Advisors sold out of Yeti Holdings (YETI) in Q3 2024, closing a stake of 200 shares — an estimated $7.71K sold.

Wetzel Investment Advisors first reported a position in YETI in Q4 2023 and held it in 3 quarters. The position peaked at $10K in Q4 2023. 387 funds tracked by Wall St. Rank hold YETI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Yeti Holdings position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 200 Yeti Holdings shares in Q3 2024, an estimated $7.71K.
  • Wetzel Investment Advisors first reported a position in Yeti Holdings in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Yeti Holdings position peaked at $10K in Q4 2023.
  • 387 funds tracked by Wall St. Rank held Yeti Holdings as of Q3 2024.

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