AWM
ESTC icon

AE Wealth Management’s Elastic ESTC Stock Holding History

AE Wealth Management’s Portfolio ESTC Stock Details ESTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,812
Closed -$606K – 1746
2022
Q1 		$606K Buy
+6,812
New +$609K ﹤0.01% 1132
2021
Q3 		– Sell
-4,021
Closed -$586K – 1657
2021
Q2 		$586K Sell
4,021
-1,233
-23% -$154K 0.01% 1090
2021
Q1 		$584K Buy
5,254
+2,191
+72% +$311K 0.01% 960
2020
Q4 		$448K Buy
+3,063
New +$377K 0.01% 1003
2020
Q2 		– Sell
-7,484
Closed -$418K – 1281
2020
Q1 		$418K Buy
+7,484
New +$483K 0.01% 742

Other funds holding ESTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
XL
XN LP New York $2.72B AUM 46.67% 1-Year Est. Return