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Valley National Advisers’s Clear Secure YOU Stock Holding History

Valley National Advisers’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
-30
Closed -$1K – 1284
2023
Q3 		$1K Buy
+30
New +$665 ﹤0.01% 1043

Other funds holding YOU

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DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
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
Goldman Sachs New York $871B AUM 31.28% 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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Valley National Advisers's YOU Position: Q4 2023 in Review

Valley National Advisers sold out of Clear Secure (YOU) in Q4 2023, closing a stake of 30 shares — an estimated $1K sold.

Valley National Advisers first reported a position in YOU in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 210 funds tracked by Wall St. Rank hold YOU as of Q4 2023.

  • Valley National Advisers reported no remaining Clear Secure position as of Q4 2023 after selling out during the quarter.
  • Valley National Advisers sold 30 Clear Secure shares in Q4 2023, an estimated $1K.
  • Valley National Advisers first reported a position in Clear Secure in Q3 2023 and held it in 1 quarter.
  • Valley National Advisers's Clear Secure position peaked at $1K in Q3 2023.
  • 210 funds tracked by Wall St. Rank held Clear Secure as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.