BRWM
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B. Riley Wealth Management’s Elastic ESTC Stock Holding History

B. Riley 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
2021
Q1 		– Sell
-7,098
Closed -$1.04M – 447
2020
Q4 		$1.04M Sell
7,098
-501
-7% -$61.6K 0.13% 144
2020
Q3 		$820K Buy
7,599
+2,034
+37% +$200K 0.1% 168
2020
Q2 		$513K Buy
5,565
+175
+3% +$12.8K 0.06% 226
2020
Q1 		$301K Buy
5,390
+1,664
+45% +$107K 0.03% 354
2019
Q4 		$240K Hold
3,726
– – 0.04% 326
2019
Q3 		$307K Buy
+3,726
New +$331K 0.05% 266
2019
Q2 		– Sell
-3,770
Closed -$301K – 404
2019
Q1 		$301K Buy
+3,770
New +$315K 0.05% 277

Other funds holding ESTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return