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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DAL

Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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.