Money Concepts Capital’s Clear Secure YOU Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-40	Closed	-$1.1K	–	2964
2022 Q4	$1.1K	Buy	+40	New	+$1.1K	﹤0.01%	2859

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

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

General Atlantic New York $2.15B AUM 35.02% 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

Money Concepts Capital's YOU Position: Q1 2023 in Review

Money Concepts Capital sold out of Clear Secure (YOU) in Q1 2023, closing a stake of 40 shares — an estimated $1.1K sold.

Money Concepts Capital first reported a position in YOU in Q4 2022 and held it in 1 quarter. The position peaked at $1.1K in Q4 2022. 169 funds tracked by Wall St. Rank hold YOU as of Q1 2023.

Money Concepts Capital reported no remaining Clear Secure position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 40 Clear Secure shares in Q1 2023, an estimated $1.1K.
Money Concepts Capital first reported a position in Clear Secure in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's Clear Secure position peaked at $1.1K in Q4 2022.
169 funds tracked by Wall St. Rank held Clear Secure as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.