Ellevest Inc’s Clear Secure YOU Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-80	Closed	-$2.09K	–	1669
2023 Q1	$2.09K	Buy	80 +13	+19%	+$369	﹤0.01%	1433
2022 Q4	$1.84K	Buy	67 +60	+857%	+$1.65K	﹤0.01%	1406
2022 Q3	$0	Buy	+7	New	+$172	﹤0.01%	1892

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DCP

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T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DAL

Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ellevest Inc's YOU Position: Q2 2023 in Review

Ellevest Inc sold out of Clear Secure (YOU) in Q2 2023, closing a stake of 80 shares — an estimated $2.09K sold.

Ellevest Inc first reported a position in YOU in Q3 2022 and held it in 3 quarters. The position peaked at $2.09K in Q1 2023. 164 funds tracked by Wall St. Rank hold YOU as of Q2 2023.

Ellevest Inc reported no remaining Clear Secure position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 80 Clear Secure shares in Q2 2023, an estimated $2.09K.
Ellevest Inc first reported a position in Clear Secure in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Clear Secure position peaked at $2.09K in Q1 2023.
164 funds tracked by Wall St. Rank held Clear Secure as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.