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Wipfli Financial Advisors’s Clear Secure YOU Stock Holding History

Wipfli Financial 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
2022
Q3 		$0 Buy
+21
New +$515 ﹤0.01% 2623

Other funds holding YOU

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wipfli Financial Advisors's YOU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Clear Secure (YOU) in Q3 2022: 21 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2623 among its holdings.

144 funds tracked by Wall St. Rank hold YOU as of Q3 2022.

  • Wipfli Financial Advisors held 21 shares of Clear Secure worth $0 as of Q3 2022.
  • Clear Secure was a new Wipfli Financial Advisors position in Q3 2022.
  • Clear Secure made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2623 holding.
  • 144 funds tracked by Wall St. Rank held Clear Secure as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.