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Naples Money Management’s Clear Secure YOU Stock Holding History

Naples Money 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
2024
Q3 		– Sell
-735
Closed -$13.7K – 450
2024
Q2 		$13.7K Hold
735
– – 0.01% 155
2024
Q1 		$15.6K Hold
735
– – 0.02% 153
2023
Q4 		$15.2K Buy
+735
New +$14.3K 0.01% 163

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Naples Money Management's YOU Position: Q3 2024 in Review

Naples Money Management sold out of Clear Secure (YOU) in Q3 2024, closing a stake of 735 shares — an estimated $13.7K sold.

Naples Money Management first reported a position in YOU in Q4 2023 and held it in 3 quarters. The position peaked at $15.6K in Q1 2024. 292 funds tracked by Wall St. Rank hold YOU as of Q3 2024.

  • Naples Money Management reported no remaining Clear Secure position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 735 Clear Secure shares in Q3 2024, an estimated $13.7K.
  • Naples Money Management first reported a position in Clear Secure in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's Clear Secure position peaked at $15.6K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held Clear Secure as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.