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Destiny Wealth Partners’s Ulta Beauty ULTA Stock Holding History

Destiny Wealth Partners’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
2023
Q1 		– Sell
-9
Closed -$4.22K – 621
2022
Q4 		$4.22K Hold
9
– – ﹤0.01% 573
2022
Q3 		$4K Hold
9
– – ﹤0.01% 511
2022
Q2 		$3K Buy
+9
New +$3.58K ﹤0.01% 555

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Destiny Wealth Partners's ULTA Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Ulta Beauty (ULTA) in Q1 2023, closing a stake of 9 shares — an estimated $4.22K sold.

Destiny Wealth Partners first reported a position in ULTA in Q2 2022 and held it in 3 quarters. The position peaked at $4.22K in Q4 2022. 1,036 funds tracked by Wall St. Rank hold ULTA as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Ulta Beauty position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 9 Ulta Beauty shares in Q1 2023, an estimated $4.22K.
  • Destiny Wealth Partners first reported a position in Ulta Beauty in Q2 2022 and held it in 3 quarters.
  • Destiny Wealth Partners's Ulta Beauty position peaked at $4.22K in Q4 2022.
  • 1,036 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.