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Sutton Wealth Advisors’s Clear Secure YOU Stock Holding History

Sutton Wealth Advisors’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
Q3 		$152 Hold
8
– – ﹤0.01% 847
2023
Q2 		$185 Buy
+8
New +$198 ﹤0.01% 834

Other funds holding YOU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 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
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Sutton Wealth Advisors's YOU Position: Q3 2023 in Review

Sutton Wealth Advisors held its Clear Secure (YOU) position steady in Q3 2023 at 8 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Sutton Wealth Advisors first reported a position in YOU in Q2 2023 and has held it in 2 quarters since. The position peaked at $185 in Q2 2023. 181 funds tracked by Wall St. Rank hold YOU as of Q3 2023.

  • Sutton Wealth Advisors held 8 shares of Clear Secure worth $152 as of Q3 2023.
  • Sutton Wealth Advisors left its Clear Secure share count unchanged in Q3 2023.
  • Clear Secure made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #847 holding.
  • Sutton Wealth Advisors first reported a position in Clear Secure in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's Clear Secure position peaked at $185 in Q2 2023.
  • 181 funds tracked by Wall St. Rank held Clear Secure as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.