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Hennion & Walsh Asset Management’s Clear Secure YOU Stock Holding History

Hennion & Walsh Asset 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
2025
Q1 		– Sell
-7,586
Closed -$202K – 910
2024
Q4 		$202K Sell
7,586
-201
-3% -$6.07K 0.01% 827
2024
Q3 		$258K Buy
+7,787
New +$201K 0.01% 783

Other funds holding YOU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hennion & Walsh Asset Management's YOU Position: Q1 2025 in Review

Hennion & Walsh Asset Management sold out of Clear Secure (YOU) in Q1 2025, closing a stake of 7,586 shares — an estimated $202K sold.

Hennion & Walsh Asset Management first reported a position in YOU in Q3 2024 and held it in 2 quarters. The position peaked at $258K in Q3 2024. 320 funds tracked by Wall St. Rank hold YOU as of Q1 2025.

  • Hennion & Walsh Asset Management reported no remaining Clear Secure position as of Q1 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 7,586 Clear Secure shares in Q1 2025, an estimated $202K.
  • Hennion & Walsh Asset Management first reported a position in Clear Secure in Q3 2024 and held it in 2 quarters.
  • Hennion & Walsh Asset Management's Clear Secure position peaked at $258K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held Clear Secure as of Q1 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.