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Redwood Wealth Management Group’s Clear Secure YOU Stock Holding History

Redwood Wealth Management 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
Q3 		– Sell
-1,365
Closed -$25.5K – 1127
2024
Q2 		$25.5K Buy
+1,365
New +$24.7K 0.02% 404

Other funds holding YOU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Redwood Wealth Management Group's YOU Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Clear Secure (YOU) in Q3 2024, closing a stake of 1,365 shares — an estimated $25.5K sold.

Redwood Wealth Management Group first reported a position in YOU in Q2 2024 and held it in 1 quarter. The position peaked at $25.5K in Q2 2024. 292 funds tracked by Wall St. Rank hold YOU as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Clear Secure position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,365 Clear Secure shares in Q3 2024, an estimated $25.5K.
  • Redwood Wealth Management Group first reported a position in Clear Secure in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Clear Secure position peaked at $25.5K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held Clear Secure as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.