AWM
ESTA icon

Avior Wealth Management’s Establishment Labs ESTA Stock Holding History

Avior Wealth Management’s Portfolio ESTA Stock Details ESTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-38
Closed -$1.64K – 2490
2024
Q3 		$1.64K Hold
38
– – ﹤0.01% 2006
2024
Q2 		$1.73K Hold
38
– – ﹤0.01% 1958
2024
Q1 		$1.93K Buy
+38
New +$1.52K ﹤0.01% 2277

Other funds holding ESTA

JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Avior Wealth Management's ESTA Position: Q4 2024 in Review

Avior Wealth Management sold out of Establishment Labs (ESTA) in Q4 2024, closing a stake of 38 shares — an estimated $1.64K sold.

Avior Wealth Management first reported a position in ESTA in Q1 2024 and held it in 3 quarters. The position peaked at $1.93K in Q1 2024. 122 funds tracked by Wall St. Rank hold ESTA as of Q4 2024.

  • Avior Wealth Management reported no remaining Establishment Labs position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 38 Establishment Labs shares in Q4 2024, an estimated $1.64K.
  • Avior Wealth Management first reported a position in Establishment Labs in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Establishment Labs position peaked at $1.93K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Establishment Labs as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.