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Newbridge Financial Services Group’s Clear Secure YOU Stock Holding History

Newbridge Financial Services 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
2024
Q1 		– Sell
-150
Closed -$3.1K – 1321
2023
Q4 		$3.1K Sell
150
-100
-40% -$1.94K ﹤0.01% 922
2023
Q3 		$4.76K Sell
250
-200
-44% -$4.43K ﹤0.01% 959
2023
Q2 		$10.4K Hold
450
– – 0.01% 881
2023
Q1 		$11.8K Hold
450
– – 0.01% 879
2022
Q4 		$12.3K Sell
450
-350
-44% -$9.64K 0.01% 864
2022
Q3 		$18K Sell
800
-550
-41% -$13.5K 0.01% 733
2022
Q2 		$27K Sell
1,350
-650
-33% -$17.5K 0.02% 568
2022
Q1 		$54K Hold
2,000
– – 0.03% 464
2021
Q4 		$63K Sell
2,000
-400
-17% -$14.8K 0.03% 404
2021
Q3 		$99K Buy
+2,400
New +$112K 0.06% 270

Other funds holding YOU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Newbridge Financial Services Group's YOU Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Clear Secure (YOU) in Q1 2024, closing a stake of 150 shares — an estimated $3.1K sold.

Newbridge Financial Services Group first reported a position in YOU in Q3 2021 and held it in 10 quarters. The position peaked at $99K in Q3 2021. 218 funds tracked by Wall St. Rank hold YOU as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining Clear Secure position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 150 Clear Secure shares in Q1 2024, an estimated $3.1K.
  • Newbridge Financial Services Group first reported a position in Clear Secure in Q3 2021 and held it in 10 quarters.
  • Newbridge Financial Services Group's Clear Secure position peaked at $99K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Clear Secure as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.