Annex Advisory Services’s Clear Secure YOU Stock Holding History

Annex Advisory Services’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-30,243	Closed	-$1M	–	326
2024 Q3	$1M	Buy	+30,243	New	+$780K	0.03%	144

Other funds holding YOU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Annex Advisory Services's YOU Position: Q4 2024 in Review

Annex Advisory Services sold out of Clear Secure (YOU) in Q4 2024, closing a stake of 30,243 shares — an estimated $1M sold.

Annex Advisory Services first reported a position in YOU in Q3 2024 and held it in 1 quarter. The position peaked at $1M in Q3 2024. 306 funds tracked by Wall St. Rank hold YOU as of Q4 2024.

Annex Advisory Services reported no remaining Clear Secure position as of Q4 2024 after selling out during the quarter.
Annex Advisory Services sold 30,243 Clear Secure shares in Q4 2024, an estimated $1M.
Annex Advisory Services first reported a position in Clear Secure in Q3 2024 and held it in 1 quarter.
Annex Advisory Services's Clear Secure position peaked at $1M in Q3 2024.
306 funds tracked by Wall St. Rank held Clear Secure as of Q4 2024.

Based on Annex Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.