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Avitas Wealth Management’s Elastic ESTC Stock Holding History

Avitas 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
2024
Q4 		$214K Buy
+2,159
New +$200K 0.03% 189
2024
Q3 		– Sell
-1,860
Closed -$212K – 201
2024
Q2 		$212K Buy
+1,860
New +$195K 0.03% 202

Other funds holding ESTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Avitas Wealth Management's ESTC Position: Q4 2024 in Review

Avitas Wealth Management opened a new position in Elastic (ESTC) in Q4 2024: 2,159 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings. This is a return to the name: Avitas Wealth Management previously reported a position in ESTC as recently as Q2 2024.

Avitas Wealth Management first reported a position in ESTC in Q2 2024 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold ESTC as of Q4 2024.

  • Avitas Wealth Management held 2,159 shares of Elastic worth $214K as of Q4 2024.
  • Elastic was a new Avitas Wealth Management position in Q4 2024.
  • Elastic made up 0.03% of Avitas Wealth Management's portfolio in Q4 2024, its #189 holding.
  • Avitas Wealth Management first reported a position in Elastic in Q2 2024 and has held it in 2 quarters since.
  • 424 funds tracked by Wall St. Rank held Elastic as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.