Private Advisor Group’s Clear Secure YOU Stock Holding History

Private Advisor 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
2023 Q4	–	Sell	-25,831	Closed	-$492K	–	2544
2023 Q3	$492K	Sell	25,831 -7,459	-22%	-$165K	﹤0.01%	1381
2023 Q2	$771K	Buy	33,290 +6,512	+24%	+$161K	0.01%	1174
2023 Q1	$701K	Buy	26,778 +13,778	+106%	+$391K	0.01%	1168
2022 Q4	$357	Buy	+13,000	New	+$358K	﹤0.01%	1437

Other funds holding YOU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Private Advisor Group's YOU Position: Q4 2023 in Review

Private Advisor Group sold out of Clear Secure (YOU) in Q4 2023, closing a stake of 25,831 shares — an estimated $492K sold.

Private Advisor Group first reported a position in YOU in Q4 2022 and held it in 4 quarters. The position peaked at $771K in Q2 2023. 210 funds tracked by Wall St. Rank hold YOU as of Q4 2023.

Private Advisor Group reported no remaining Clear Secure position as of Q4 2023 after selling out during the quarter.
Private Advisor Group sold 25,831 Clear Secure shares in Q4 2023, an estimated $492K.
Private Advisor Group first reported a position in Clear Secure in Q4 2022 and held it in 4 quarters.
Private Advisor Group's Clear Secure position peaked at $771K in Q2 2023.
210 funds tracked by Wall St. Rank held Clear Secure as of Q4 2023.

Based on Private Advisor Group's 13F filing for Q4 2023, filed 6 Feb 2024.