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Global Wealth Management Investment Advisory’s Clear Secure YOU Stock Holding History

Global Wealth Management Investment Advisory’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
-700
Closed -$14.5K – 457
2023
Q4 		$14.5K Hold
700
– – ﹤0.01% 270
2023
Q3 		$13.3K Hold
700
– – ﹤0.01% 276
2023
Q2 		$16.2K Buy
+700
New +$17.3K ﹤0.01% 266
2022
Q3 		– Sell
-700
Closed -$14K – 499
2022
Q2 		$14K Hold
700
– – ﹤0.01% 263
2022
Q1 		$19K Sell
700
-988
-59% -$24.5K 0.01% 263
2021
Q4 		$53K Buy
1,688
+50
+3% +$1.85K 0.02% 187
2021
Q3 		$67K Buy
1,638
+188
+13% +$8.8K 0.02% 190
2021
Q2 		$58K Buy
+1,450
New +$58K 0.02% 193

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

Global Wealth Management Investment Advisory's YOU Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Clear Secure (YOU) in Q1 2024, closing a stake of 700 shares — an estimated $14.5K sold.

Global Wealth Management Investment Advisory first reported a position in YOU in Q2 2021 and held it in 8 quarters. The position peaked at $67K in Q3 2021. 218 funds tracked by Wall St. Rank hold YOU as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Clear Secure position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 700 Clear Secure shares in Q1 2024, an estimated $14.5K.
  • Global Wealth Management Investment Advisory first reported a position in Clear Secure in Q2 2021 and held it in 8 quarters.
  • Global Wealth Management Investment Advisory's Clear Secure position peaked at $67K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Clear Secure as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.