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WR Wealth Planners’s e.l.f. Beauty ELF Stock Holding History

WR Wealth Planners’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 		$2.89K Buy
23
+7
+44% +$840 ﹤0.01% 790
2024
Q3 		$1.74K Buy
16
+1
+7% +$157 ﹤0.01% 924
2024
Q2 		$3.16K Buy
15
+1
+7% +$178 ﹤0.01% 792
2024
Q1 		$2.74K Buy
+14
New +$2.49K ﹤0.01% 820

Other funds holding ELF

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's ELF Position: Q4 2024 in Review

WR Wealth Planners increased its e.l.f. Beauty (ELF) stake by 44% in Q4 2024, buying an estimated $840 and bringing the position to 23 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

WR Wealth Planners first reported a position in ELF in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.16K in Q2 2024. 531 funds tracked by Wall St. Rank hold ELF as of Q4 2024.

  • WR Wealth Planners held 23 shares of e.l.f. Beauty worth $2.89K as of Q4 2024.
  • WR Wealth Planners bought 7 e.l.f. Beauty shares in Q4 2024, an estimated $840.
  • e.l.f. Beauty made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #790 holding.
  • WR Wealth Planners first reported a position in e.l.f. Beauty in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's e.l.f. Beauty position peaked at $3.16K in Q2 2024.
  • 531 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.