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Atria Wealth Solutions’s Estee Lauder EL Stock Holding History

Atria Wealth Solutions’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
2024
Q2 		– Sell
-1,760
Closed -$271K – 1969
2024
Q1 		$271K Sell
1,760
-157
-8% -$22.3K ﹤0.01% 1626
2023
Q4 		$280K Sell
1,917
-282
-13% -$37.4K ﹤0.01% 1545
2023
Q3 		$318K Buy
2,199
+188
+9% +$31.3K ﹤0.01% 1385
2023
Q2 		$395K Sell
2,011
-1,189
-37% -$252K 0.01% 1277
2023
Q1 		$789K Buy
3,200
+1,375
+75% +$349K 0.01% 905
2022
Q4 		$453K Buy
1,825
+185
+11% +$41.3K 0.01% 1134
2022
Q3 		$354K Buy
+1,640
New +$419K 0.01% 1202
2022
Q2 		– Sell
-896
Closed -$244K – 1701
2022
Q1 		$244K Buy
+896
New +$270K ﹤0.01% 1444

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Atria Wealth Solutions's EL Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 1,760 shares — an estimated $271K sold.

Atria Wealth Solutions first reported a position in EL in Q1 2022 and held it in 8 quarters. The position peaked at $789K in Q1 2023. 990 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,760 Estee Lauder shares in Q2 2024, an estimated $271K.
  • Atria Wealth Solutions first reported a position in Estee Lauder in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Estee Lauder position peaked at $789K in Q1 2023.
  • 990 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.