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Capital Asset Advisory Services’s Estee Lauder EL Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-200
Closed -$53K – 901
2020
Q4 		$53K Buy
+200
New +$48.1K 0.01% 602

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MAM
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Capital Asset Advisory Services's EL Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Estee Lauder (EL) in Q1 2021, closing a stake of 200 shares — an estimated $53K sold.

Capital Asset Advisory Services first reported a position in EL in Q4 2020 and held it in 1 quarter. The position peaked at $53K in Q4 2020. 1,130 funds tracked by Wall St. Rank hold EL as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Estee Lauder position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 200 Estee Lauder shares in Q1 2021, an estimated $53K.
  • Capital Asset Advisory Services first reported a position in Estee Lauder in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Estee Lauder position peaked at $53K in Q4 2020.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.