Atlas Private Wealth Advisors’s Estee Lauder EL Stock Holding History

Atlas Private Wealth Advisors’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-30	Closed	-$9K	–	315
2021 Q3	$9K	Hold	30	–	–	﹤0.01%	479
2021 Q2	$10K	Buy	30 +15	+100%	+$4.55K	0.01%	468
2021 Q1	$4K	Buy	15 +6	+67%	+$1.64K	﹤0.01%	645
2020 Q4	$2K	Buy	+9	New	+$2.17K	﹤0.01%	634

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlas Private Wealth Advisors's EL Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 30 shares — an estimated $9K sold.

Atlas Private Wealth Advisors first reported a position in EL in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 1,258 funds tracked by Wall St. Rank hold EL as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 30 Estee Lauder shares in Q4 2021, an estimated $9K.
Atlas Private Wealth Advisors first reported a position in Estee Lauder in Q4 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's Estee Lauder position peaked at $10K in Q2 2021.
1,258 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.