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Coppell Advisory Solutions’s Clear Secure YOU Stock Holding History

Coppell Advisory Solutions’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
-781
Closed -$21.1K – 1924
2024
Q4 		$21.1K Hold
781
– – ﹤0.01% 867
2024
Q3 		$25.5K Sell
781
-1,219
-61% -$31.4K ﹤0.01% 767
2024
Q2 		$37.4K Buy
+2,000
New +$36.2K 0.01% 568
2023
Q4 		$35.3K Buy
+1,709
New +$33.2K 0.01% 576

Other funds holding YOU

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Coppell Advisory Solutions's YOU Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Clear Secure (YOU) in Q1 2025, closing a stake of 781 shares — an estimated $21.1K sold.

Coppell Advisory Solutions first reported a position in YOU in Q4 2023 and held it in 4 quarters. The position peaked at $37.4K in Q2 2024. 320 funds tracked by Wall St. Rank hold YOU as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Clear Secure position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 781 Clear Secure shares in Q1 2025, an estimated $21.1K.
  • Coppell Advisory Solutions first reported a position in Clear Secure in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Clear Secure position peaked at $37.4K in Q2 2024.
  • 320 funds tracked by Wall St. Rank held Clear Secure as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.