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Axxcess Wealth Management’s Clear Secure YOU Stock Holding History

Axxcess 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
Q4 		– Sell
-42,389
Closed -$1.4M – 947
2024
Q3 		$1.4M Buy
+42,389
New +$1.09M 0.03% 325

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Axxcess Wealth Management's YOU Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Clear Secure (YOU) in Q4 2024, closing a stake of 42,389 shares — an estimated $1.4M sold.

Axxcess Wealth Management first reported a position in YOU in Q3 2024 and held it in 1 quarter. The position peaked at $1.4M in Q3 2024. 306 funds tracked by Wall St. Rank hold YOU as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Clear Secure position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 42,389 Clear Secure shares in Q4 2024, an estimated $1.4M.
  • Axxcess Wealth Management first reported a position in Clear Secure in Q3 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's Clear Secure position peaked at $1.4M in Q3 2024.
  • 306 funds tracked by Wall St. Rank held Clear Secure as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.