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VitalStone Financial’s Clear Secure YOU Stock Holding History

VitalStone Financial’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
-150
Closed -$2.81K – 558
2024
Q2 		$2.81K Hold
150
– – ﹤0.01% 362
2024
Q1 		$3K Hold
150
– – ﹤0.01% 389
2023
Q4 		$3K Hold
150
– – ﹤0.01% 400
2023
Q3 		$3K Hold
150
– – ﹤0.01% 348
2023
Q2 		$4K Buy
150
+75
+100% +$1.85K ﹤0.01% 754
2023
Q1 		$2K Sell
75
-75
-50% -$2.13K ﹤0.01% 314
2022
Q4 		$4K Buy
+150
New +$4.13K ﹤0.01% 424

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

VitalStone Financial's YOU Position: Q3 2024 in Review

VitalStone Financial sold out of Clear Secure (YOU) in Q3 2024, closing a stake of 150 shares — an estimated $2.81K sold.

VitalStone Financial first reported a position in YOU in Q4 2022 and held it in 7 quarters. The position peaked at $4K in Q2 2023. 292 funds tracked by Wall St. Rank hold YOU as of Q3 2024.

  • VitalStone Financial reported no remaining Clear Secure position as of Q3 2024 after selling out during the quarter.
  • VitalStone Financial sold 150 Clear Secure shares in Q3 2024, an estimated $2.81K.
  • VitalStone Financial first reported a position in Clear Secure in Q4 2022 and held it in 7 quarters.
  • VitalStone Financial's Clear Secure position peaked at $4K in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Clear Secure as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.