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Coldstream Capital Management’s Clear Secure YOU Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-939
Closed -$24.3K – 3418
2025
Q1 		$24.3K Buy
+939
New +$23.4K ﹤0.01% 2022

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State Street
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Renaissance Technologies
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Coldstream Capital Management's YOU Position: Q2 2025 in Review

Coldstream Capital Management sold out of Clear Secure (YOU) in Q2 2025, closing a stake of 939 shares — an estimated $24.3K sold.

Coldstream Capital Management first reported a position in YOU in Q1 2025 and held it in 1 quarter. The position peaked at $24.3K in Q1 2025. 325 funds tracked by Wall St. Rank hold YOU as of Q2 2025.

  • Coldstream Capital Management reported no remaining Clear Secure position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 939 Clear Secure shares in Q2 2025, an estimated $24.3K.
  • Coldstream Capital Management first reported a position in Clear Secure in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Clear Secure position peaked at $24.3K in Q1 2025.
  • 325 funds tracked by Wall St. Rank held Clear Secure as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.