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Concourse Financial Group Securities’s Clear Secure YOU Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-649
Closed -$16K – 2161
2024
Q4 		$16K Buy
+649
New +$19.6K ﹤0.01% 1609

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Arrowstreet Capital
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DCP
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Renaissance Technologies
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Geode Capital Management
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Wellington Management Group
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Concourse Financial Group Securities's YOU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Clear Secure (YOU) in Q1 2025, closing a stake of 649 shares — an estimated $16K sold.

Concourse Financial Group Securities first reported a position in YOU in Q4 2024 and held it in 1 quarter. The position peaked at $16K in Q4 2024. 320 funds tracked by Wall St. Rank hold YOU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Clear Secure position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 649 Clear Secure shares in Q1 2025, an estimated $16K.
  • Concourse Financial Group Securities first reported a position in Clear Secure in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's Clear Secure position peaked at $16K in Q4 2024.
  • 320 funds tracked by Wall St. Rank held Clear Secure as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.