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Belpointe Asset Management’s Clear Secure YOU Stock Holding History

Belpointe Asset 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
Q1 		– Sell
-100
Closed -$2.74K – 3867
2022
Q4 		$2.74K Buy
+100
New +$2.75K ﹤0.01% 3159

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DAL
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Belpointe Asset Management's YOU Position: Q1 2023 in Review

Belpointe Asset Management sold out of Clear Secure (YOU) in Q1 2023, closing a stake of 100 shares — an estimated $2.74K sold.

Belpointe Asset Management first reported a position in YOU in Q4 2022 and held it in 1 quarter. The position peaked at $2.74K in Q4 2022. 169 funds tracked by Wall St. Rank hold YOU as of Q1 2023.

  • Belpointe Asset Management reported no remaining Clear Secure position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 100 Clear Secure shares in Q1 2023, an estimated $2.74K.
  • Belpointe Asset Management first reported a position in Clear Secure in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Clear Secure position peaked at $2.74K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held Clear Secure as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.