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Yext shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Yext (YEXT) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Yext

Tip: Access up to 7 years of quarterly data

All positions including Yext held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yext by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $111k 19k 5.89
2023-09-30 $119k 19k 6.33
2023-06-30 $213k 19k 11.31
2023-03-31 $181k 19k 9.61
2022-12-31 $123k 19k 6.53
2022-09-30 $81k 18k 4.44
2022-03-31 $85k 12k 6.92

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Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Amazon.com Stock (AMZN)
Fs Kkr Cap Corp Cef (FSK)
Nvidia Corp Stock (NVDA)
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL)
Ishares Msci Eafe Value Index Etf Etf (EFV)
Ishares Aggregate Bond Etf Etf (AGG)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Yext

Vanguard Group
Lead Edge Capital Management
Lynrock Lake
D. E. Shaw & Co
Bank Of Montreal
Bank of New York Mellon
Federated Investors
Mirae Asset Global Investments
Charles Schwab Investment Management
Dimensional Fund Advisors
Tenzing Global Management
Invenomic Capital Management
potrero capital research
Horrell Capital Management
Arrowstreet Capital, Limited Partnership

View all funds holding Yext