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SYSTM Wealth Solutions’s e.l.f. Beauty ELF Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-31
Closed -$6.53K – 261
2024
Q2 		$6.53K Buy
31
+25
+417% +$4.44K ﹤0.01% 538
2024
Q1 		$1.18K Buy
+6
New +$1.07K ﹤0.01% 938

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Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SYSTM Wealth Solutions's ELF Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of e.l.f. Beauty (ELF) in Q3 2024, closing a stake of 31 shares — an estimated $6.53K sold.

SYSTM Wealth Solutions first reported a position in ELF in Q1 2024 and held it in 2 quarters. The position peaked at $6.53K in Q2 2024. 491 funds tracked by Wall St. Rank hold ELF as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining e.l.f. Beauty position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 31 e.l.f. Beauty shares in Q3 2024, an estimated $6.53K.
  • SYSTM Wealth Solutions first reported a position in e.l.f. Beauty in Q1 2024 and held it in 2 quarters.
  • SYSTM Wealth Solutions's e.l.f. Beauty position peaked at $6.53K in Q2 2024.
  • 491 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.