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Wipfli Financial Advisors’s Yelp YELP Stock Holding History

Wipfli Financial 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
2022
Q3 		$19K Buy
+563
New +$18.6K ﹤0.01% 1595

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
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wipfli Financial Advisors's YELP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Yelp (YELP) in Q3 2022: 563 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #1595 among its holdings.

233 funds tracked by Wall St. Rank hold YELP as of Q3 2022.

  • Wipfli Financial Advisors held 563 shares of Yelp worth $19K as of Q3 2022.
  • Yelp was a new Wipfli Financial Advisors position in Q3 2022.
  • Yelp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1595 holding.
  • 233 funds tracked by Wall St. Rank held Yelp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.