AWM
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Avior Wealth Management’s Clear Secure YOU Stock Holding History

Avior Wealth Management’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
-16
Closed -$340 – 3769
2024
Q1 		$340 Buy
+16
New +$318 ﹤0.01% 2683

Other funds holding YOU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avior Wealth Management's YOU Position: Q2 2024 in Review

Avior Wealth Management sold out of Clear Secure (YOU) in Q2 2024, closing a stake of 16 shares — an estimated $340 sold.

Avior Wealth Management first reported a position in YOU in Q1 2024 and held it in 1 quarter. The position peaked at $340 in Q1 2024. 218 funds tracked by Wall St. Rank hold YOU as of Q2 2024.

  • Avior Wealth Management reported no remaining Clear Secure position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 16 Clear Secure shares in Q2 2024, an estimated $340.
  • Avior Wealth Management first reported a position in Clear Secure in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Clear Secure position peaked at $340 in Q1 2024.
  • 218 funds tracked by Wall St. Rank held Clear Secure as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.