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Granite Bay Wealth Management’s Clear Secure YOU Stock Holding History

Granite Bay Wealth Management’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
-22,250
Closed -$429K – 301
2023
Q4 		$429K Sell
22,250
-1,375
-6% -$26.7K ﹤0.01% 259
2023
Q3 		$524K Buy
+23,625
New +$524K 0.01% 255

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

Granite Bay Wealth Management's YOU Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Clear Secure (YOU) in Q1 2024, closing a stake of 22,250 shares — an estimated $429K sold.

Granite Bay Wealth Management first reported a position in YOU in Q3 2023 and held it in 2 quarters. The position peaked at $524K in Q3 2023. 218 funds tracked by Wall St. Rank hold YOU as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Clear Secure position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 22,250 Clear Secure shares in Q1 2024, an estimated $429K.
  • Granite Bay Wealth Management first reported a position in Clear Secure in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Clear Secure position peaked at $524K in Q3 2023.
  • 218 funds tracked by Wall St. Rank held Clear Secure as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.