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HBC Financial Services’s Clear Secure YOU Stock Holding History

HBC Financial 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
2023
Q2 		– Sell
-1,000
Closed -$26K – 216
2023
Q1 		$26K Buy
1,000
+500
+100% +$14.2K 0.02% 103
2022
Q4 		$13K Buy
+500
New +$13.8K 0.01% 105

Other funds holding YOU

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

HBC Financial Services's YOU Position: Q2 2023 in Review

HBC Financial Services sold out of Clear Secure (YOU) in Q2 2023, closing a stake of 1,000 shares — an estimated $26K sold.

HBC Financial Services first reported a position in YOU in Q4 2022 and held it in 2 quarters. The position peaked at $26K in Q1 2023. 164 funds tracked by Wall St. Rank hold YOU as of Q2 2023.

  • HBC Financial Services reported no remaining Clear Secure position as of Q2 2023 after selling out during the quarter.
  • HBC Financial Services sold 1,000 Clear Secure shares in Q2 2023, an estimated $26K.
  • HBC Financial Services first reported a position in Clear Secure in Q4 2022 and held it in 2 quarters.
  • HBC Financial Services's Clear Secure position peaked at $26K in Q1 2023.
  • 164 funds tracked by Wall St. Rank held Clear Secure as of Q2 2023.

Based on HBC Financial Services's 13F filing for Q2 2023, filed 27 Jul 2023.