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Glassman Wealth Services’s Clear Secure YOU Stock Holding History

Glassman 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
2024
Q1 		– Sell
-30
Closed -$624 – 1873
2023
Q4 		$624 Hold
30
– – ﹤0.01% 1671
2023
Q3 		$573 Buy
+30
New +$665 ﹤0.01% 1706
2023
Q1 		– Sell
-30
Closed -$823 – 2009
2022
Q4 		$823 Hold
30
– – ﹤0.01% 1483
2022
Q3 		$1K Hold
30
– – ﹤0.01% 1574
2022
Q2 		$1K Buy
+30
New +$810 ﹤0.01% 1579
2021
Q4 		– Sell
-30
Closed -$1K – 1967
2021
Q3 		$1K Buy
+30
New +$1.4K ﹤0.01% 1507

Other funds holding YOU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Glassman Wealth Services's YOU Position: Q1 2024 in Review

Glassman Wealth Services sold out of Clear Secure (YOU) in Q1 2024, closing a stake of 30 shares — an estimated $624 sold.

Glassman Wealth Services first reported a position in YOU in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 218 funds tracked by Wall St. Rank hold YOU as of Q1 2024.

  • Glassman Wealth Services reported no remaining Clear Secure position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 30 Clear Secure shares in Q1 2024, an estimated $624.
  • Glassman Wealth Services first reported a position in Clear Secure in Q3 2021 and held it in 6 quarters.
  • Glassman Wealth Services's Clear Secure position peaked at $1K in Q3 2022.
  • 218 funds tracked by Wall St. Rank held Clear Secure as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.