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Axiom Advisory’s Clear Secure YOU Stock Holding History

Axiom Advisory’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
Q3 		$203K Sell
9,018
-5,914
-40% -$153K ﹤0.01% 290
2024
Q2 		$270K Buy
+14,932
New +$270K ﹤0.01% 258

Other funds holding YOU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Axiom Advisory's YOU Position: Q3 2024 in Review

Axiom Advisory reduced its Clear Secure (YOU) stake by 40% in Q3 2024, selling an estimated $153K and leaving 9,018 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Axiom Advisory first reported a position in YOU in Q2 2024 and has held it in 2 quarters since. The position peaked at $270K in Q2 2024. 292 funds tracked by Wall St. Rank hold YOU as of Q3 2024.

  • Axiom Advisory held 9,018 shares of Clear Secure worth $203K as of Q3 2024.
  • Axiom Advisory sold 5,914 Clear Secure shares in Q3 2024, an estimated $153K.
  • Clear Secure made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #290 holding.
  • Axiom Advisory first reported a position in Clear Secure in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's Clear Secure position peaked at $270K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held Clear Secure as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.