Avion Wealth’s Clear Secure YOU Stock Holding History

Avion Wealth’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 Q2	–	Sell	-26	Closed	-$1K	–	1296
2024 Q1	$1K	Buy	+26	New	+$517	﹤0.01%	1126

Other funds holding YOU

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

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

DAL

Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avion Wealth's YOU Position: Q2 2024 in Review

Avion Wealth sold out of Clear Secure (YOU) in Q2 2024, closing a stake of 26 shares — an estimated $1K sold.

Avion Wealth first reported a position in YOU in Q1 2024 and held it in 1 quarter. The position peaked at $1K in Q1 2024. 218 funds tracked by Wall St. Rank hold YOU as of Q2 2024.

Avion Wealth reported no remaining Clear Secure position as of Q2 2024 after selling out during the quarter.
Avion Wealth sold 26 Clear Secure shares in Q2 2024, an estimated $1K.
Avion Wealth first reported a position in Clear Secure in Q1 2024 and held it in 1 quarter.
Avion Wealth's Clear Secure position peaked at $1K in Q1 2024.
218 funds tracked by Wall St. Rank held Clear Secure as of Q2 2024.

Based on Avion Wealth's 13F filing for Q2 2024, filed 26 Jul 2024.