High Net Worth Advisory Group’s Clear Secure YOU Stock Holding History

High Net Worth Advisory Group’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
2022 Q4	–	Sell	-400	Closed	-$9K	–	703
2022 Q3	$9K	Hold	400	–	–	﹤0.01%	552
2022 Q2	$8K	Hold	400	–	–	﹤0.01%	551
2022 Q1	$11K	Hold	400	–	–	﹤0.01%	526
2021 Q4	$13K	Buy	+400	New	+$14.8K	﹤0.01%	517

Other funds holding YOU

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DAL

Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

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

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

High Net Worth Advisory Group's YOU Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Clear Secure (YOU) in Q4 2022, closing a stake of 400 shares — an estimated $9K sold.

High Net Worth Advisory Group first reported a position in YOU in Q4 2021 and held it in 4 quarters. The position peaked at $13K in Q4 2021. 149 funds tracked by Wall St. Rank hold YOU as of Q4 2022.

High Net Worth Advisory Group reported no remaining Clear Secure position as of Q4 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 400 Clear Secure shares in Q4 2022, an estimated $9K.
High Net Worth Advisory Group first reported a position in Clear Secure in Q4 2021 and held it in 4 quarters.
High Net Worth Advisory Group's Clear Secure position peaked at $13K in Q4 2021.
149 funds tracked by Wall St. Rank held Clear Secure as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.