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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s e.l.f. Beauty ELF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio ELF Stock Details ELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,849
Closed -$202K – 487
2024
Q3 		$202K Buy
+1,849
New +$290K 0.1% 95

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ELF Position: Q4 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of e.l.f. Beauty (ELF) in Q4 2024, closing a stake of 1,849 shares — an estimated $202K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ELF in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 531 funds tracked by Wall St. Rank hold ELF as of Q4 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining e.l.f. Beauty position as of Q4 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,849 e.l.f. Beauty shares in Q4 2024, an estimated $202K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in e.l.f. Beauty in Q3 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s e.l.f. Beauty position peaked at $202K in Q3 2024.
  • 531 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q4 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2024, filed 7 Aug 2026.