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Kingswood Wealth Advisors’s Estee Lauder EL Stock Holding History

Kingswood 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
Q2 		– Sell
-2,196
Closed -$339K – 674
2024
Q1 		$339K Buy
+2,196
New +$312K 0.04% 442

Other funds holding EL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Kingswood Wealth Advisors's EL Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 2,196 shares — an estimated $339K sold.

Kingswood Wealth Advisors first reported a position in EL in Q1 2024 and held it in 1 quarter. The position peaked at $339K in Q1 2024. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,196 Estee Lauder shares in Q2 2024, an estimated $339K.
  • Kingswood Wealth Advisors first reported a position in Estee Lauder in Q1 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Estee Lauder position peaked at $339K in Q1 2024.
  • 988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.