SWP
YOU icon

Stratos Wealth Partners’s Clear Secure YOU Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-19,005
Closed -$404K – 1458
2024
Q1 		$404K Sell
19,005
-1,127
-6% -$22.4K 0.01% 975
2023
Q4 		$416K Sell
20,132
-304
-1% -$5.91K 0.01% 939
2023
Q3 		$389K Buy
20,436
+349
+2% +$7.74K 0.01% 915
2023
Q2 		$465K Buy
+20,087
New +$496K 0.01% 791
2023
Q1 		– Sell
-8,874
Closed -$243K – 1221
2022
Q4 		$243K Buy
+8,874
New +$244K 0.01% 973
2022
Q3 		– Sell
-16,040
Closed -$321K – 1239
2022
Q2 		$321K Buy
16,040
+15
+0.1% +$405 0.01% 900
2022
Q1 		$431K Buy
16,025
+900
+6% +$22.3K 0.01% 867
2021
Q4 		$474K Buy
15,125
+6,700
+80% +$247K 0.01% 829
2021
Q3 		$346K Buy
+8,425
New +$394K 0.01% 899

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stratos Wealth Partners's YOU Position: Q2 2024 in Review

Stratos Wealth Partners sold out of Clear Secure (YOU) in Q2 2024, closing a stake of 19,005 shares — an estimated $404K sold.

Stratos Wealth Partners first reported a position in YOU in Q3 2021 and held it in 9 quarters. The position peaked at $474K in Q4 2021. 218 funds tracked by Wall St. Rank hold YOU as of Q2 2024.

  • Stratos Wealth Partners reported no remaining Clear Secure position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 19,005 Clear Secure shares in Q2 2024, an estimated $404K.
  • Stratos Wealth Partners first reported a position in Clear Secure in Q3 2021 and held it in 9 quarters.
  • Stratos Wealth Partners's Clear Secure position peaked at $474K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Clear Secure as of Q2 2024.

Based on Stratos Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.