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Baystate Wealth Management’s Clear Secure YOU Stock Holding History

Baystate 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
2023
Q4 		$20.7K Buy
+1,000
New +$19.4K ﹤0.01% 550

Other funds holding YOU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Baystate Wealth Management's YOU Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Clear Secure (YOU) in Q4 2023: 1,000 shares worth $20.7K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings.

210 funds tracked by Wall St. Rank hold YOU as of Q4 2023.

  • Baystate Wealth Management held 1,000 shares of Clear Secure worth $20.7K as of Q4 2023.
  • Clear Secure was a new Baystate Wealth Management position in Q4 2023.
  • Clear Secure made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #550 holding.
  • 210 funds tracked by Wall St. Rank held Clear Secure as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.