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Kingswood Wealth Advisors’s e.l.f. Beauty ELF Stock Holding History

Kingswood Wealth Advisors’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
2025
Q1 		– Sell
-2,420
Closed -$304K – 752
2024
Q4 		$304K Buy
+2,420
New +$290K 0.02% 599
2024
Q3 		– Sell
-1,088
Closed -$229K – 691
2024
Q2 		$229K Buy
+1,088
New +$193K 0.02% 599

Other funds holding ELF

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Kingswood Wealth Advisors's ELF Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of e.l.f. Beauty (ELF) in Q1 2025, closing a stake of 2,420 shares — an estimated $304K sold.

Kingswood Wealth Advisors first reported a position in ELF in Q2 2024 and held it in 2 quarters. The position peaked at $304K in Q4 2024. 432 funds tracked by Wall St. Rank hold ELF as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining e.l.f. Beauty position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,420 e.l.f. Beauty shares in Q1 2025, an estimated $304K.
  • Kingswood Wealth Advisors first reported a position in e.l.f. Beauty in Q2 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's e.l.f. Beauty position peaked at $304K in Q4 2024.
  • 432 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.