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Capital Advisors Ltd’s Clear Secure YOU Stock Holding History

Capital Advisors Ltd’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
Q3 		– Sell
-10
Closed – – 1508
2023
Q2 		$0 Hold
10
– – ﹤0.01% 1571
2023
Q1 		$0 Hold
10
– – ﹤0.01% 1597
2022
Q4 		$0 Buy
10
+6
+150% +$165 ﹤0.01% 1703
2022
Q3 		$0 Buy
+4
New +$98 ﹤0.01% 1569

Other funds holding YOU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 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

Capital Advisors Ltd's YOU Position: Q3 2023 in Review

Capital Advisors Ltd sold out of Clear Secure (YOU) in Q3 2023, closing a stake of 10 shares.

Capital Advisors Ltd first reported a position in YOU in Q3 2022 and held it in 4 quarters. The position peaked at $0 in Q2 2023. 181 funds tracked by Wall St. Rank hold YOU as of Q3 2023.

  • Capital Advisors Ltd reported no remaining Clear Secure position as of Q3 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 10 Clear Secure shares in Q3 2023.
  • Capital Advisors Ltd first reported a position in Clear Secure in Q3 2022 and held it in 4 quarters.
  • Capital Advisors Ltd's Clear Secure position peaked at $0 in Q2 2023.
  • 181 funds tracked by Wall St. Rank held Clear Secure as of Q3 2023.

Based on Capital Advisors Ltd's 13F filing for Q3 2023, filed 27 Oct 2023.