Wealth Enhancement Advisory Services
ODD icon

Wealth Enhancement Advisory Services’s ODDITY Tech ODD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ODD Stock Details ODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,779
Closed -$243K – 3105
2024
Q4 		$243K Sell
5,779
-895
-13% -$38.5K ﹤0.01% 2553
2024
Q3 		$269K Sell
6,674
-3,079
-32% -$119K ﹤0.01% 2252
2024
Q2 		$383K Buy
9,753
+1,628
+20% +$60.6K ﹤0.01% 1811
2024
Q1 		$353K Buy
+8,125
New +$351K ﹤0.01% 1814

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Morgan Stanley
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Franklin Resources
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MP
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Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
GIM
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BAMCO Inc
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's ODD Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of ODDITY Tech (ODD) in Q1 2025, closing a stake of 5,779 shares — an estimated $243K sold.

Wealth Enhancement Advisory Services first reported a position in ODD in Q1 2024 and held it in 4 quarters. The position peaked at $383K in Q2 2024. 150 funds tracked by Wall St. Rank hold ODD as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining ODDITY Tech position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,779 ODDITY Tech shares in Q1 2025, an estimated $243K.
  • Wealth Enhancement Advisory Services first reported a position in ODDITY Tech in Q1 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's ODDITY Tech position peaked at $383K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held ODDITY Tech as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.