Kapitalo Investimentos’s Clear Secure YOU Stock Holding History

Kapitalo Investimentos’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	-2,798	Closed	-$73.2K	–	726
2023 Q1	$73.2K	Buy	+2,798	New	+$79.5K	0.02%	393

Other funds holding YOU

DCP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Kapitalo Investimentos's YOU Position: Q2 2023 in Review

Kapitalo Investimentos sold out of Clear Secure (YOU) in Q2 2023, closing a stake of 2,798 shares — an estimated $73.2K sold.

Kapitalo Investimentos first reported a position in YOU in Q1 2023 and held it in 1 quarter. The position peaked at $73.2K in Q1 2023. 164 funds tracked by Wall St. Rank hold YOU as of Q2 2023.

Kapitalo Investimentos reported no remaining Clear Secure position as of Q2 2023 after selling out during the quarter.
Kapitalo Investimentos sold 2,798 Clear Secure shares in Q2 2023, an estimated $73.2K.
Kapitalo Investimentos first reported a position in Clear Secure in Q1 2023 and held it in 1 quarter.
Kapitalo Investimentos's Clear Secure position peaked at $73.2K in Q1 2023.
164 funds tracked by Wall St. Rank held Clear Secure as of Q2 2023.

Based on Kapitalo Investimentos's 13F filing for Q2 2023, filed 29 Mar 2024.