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Yext shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of Yext (YEXT) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors investment in Yext

Tip: Access up to 7 years of quarterly data

All positions including Yext held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yext by Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2024-09-30 $99k 14k 6.92
2024-06-30 $77k 14k 5.35
2024-03-31 $86k 14k 6.03
2023-12-31 $84k 14k 5.89
2023-09-30 $91k 14k 6.33
2023-06-30 $162k 14k 11.31

More positions owned by Strategic Family Wealth Counselors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Roblox Corp Cl A (RBLX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Uber Technologies (UBER)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us Largecap Divd (DLN)
First Tr Value Line Divid In SHS (FVD)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for Strategic Family Wealth Counselors

Top funds holding Yext

Vanguard Group
Lead Edge Capital Management
BlackRock
Lynrock Lake
Manufacturers Life Insurance Company
potrero capital research
D. E. Shaw & Co
Federated Investors
State Street Corporation
Geode Capital Management
Tenzing Global Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Jacobs Levy Equity Management
Goldman Sachs Group

View all funds holding Yext