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Confluence Wealth Services’s Clear Secure YOU Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-104
Closed -$3K – 1210
2021
Q4 		$3K Buy
+104
New +$3.84K ﹤0.01% 1128

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GA
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DAL
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BCM
Bond Capital Management San Francisco, California $110M AUM 16.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Confluence Wealth Services's YOU Position: Q1 2022 in Review

Confluence Wealth Services sold out of Clear Secure (YOU) in Q1 2022, closing a stake of 104 shares — an estimated $3K sold.

Confluence Wealth Services first reported a position in YOU in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 105 funds tracked by Wall St. Rank hold YOU as of Q1 2022.

  • Confluence Wealth Services reported no remaining Clear Secure position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 104 Clear Secure shares in Q1 2022, an estimated $3K.
  • Confluence Wealth Services first reported a position in Clear Secure in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Clear Secure position peaked at $3K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Clear Secure as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.