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Boulder Wealth Advisors’s Ulta Beauty ULTA Stock Holding History

Boulder Wealth Advisors’s Portfolio ULTA Stock Details ULTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$5K Buy
+10
New +$4.31K ﹤0.01% 101

Other funds holding ULTA

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Boulder Wealth Advisors's ULTA Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Ulta Beauty (ULTA) in Q4 2022: 10 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #101 among its holdings.

968 funds tracked by Wall St. Rank hold ULTA as of Q4 2022.

  • Boulder Wealth Advisors held 10 shares of Ulta Beauty worth $5K as of Q4 2022.
  • Ulta Beauty was a new Boulder Wealth Advisors position in Q4 2022.
  • Ulta Beauty made up ﹤0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #101 holding.
  • 968 funds tracked by Wall St. Rank held Ulta Beauty as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.