Financial Synergies Wealth Advisors’s Estee Lauder EL Stock Holding History

Financial Synergies 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
2024 Q1	–	Sell	-7	Closed	-$1.74K	–	520
2023 Q4	$1.74K	Buy	+7	New	+$929	﹤0.01%	256
2023 Q2	–	Sell	-7	Closed	-$1.73K	–	504
2023 Q1	$1.73K	Hold	7	–	–	﹤0.01%	311
2022 Q4	$1.74K	Hold	7	–	–	﹤0.01%	256
2022 Q3	$1.51K	Hold	7	–	–	﹤0.01%	247
2022 Q2	$1.78K	Buy	+7	New	+$1.78K	﹤0.01%	251

Other funds holding EL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Synergies Wealth Advisors's EL Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 7 shares — an estimated $1.74K sold.

Financial Synergies Wealth Advisors first reported a position in EL in Q2 2022 and held it in 5 quarters. The position peaked at $1.78K in Q2 2022. 1,060 funds tracked by Wall St. Rank hold EL as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 7 Estee Lauder shares in Q1 2024, an estimated $1.74K.
Financial Synergies Wealth Advisors first reported a position in Estee Lauder in Q2 2022 and held it in 5 quarters.
Financial Synergies Wealth Advisors's Estee Lauder position peaked at $1.78K in Q2 2022.
1,060 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.