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Clearstead Advisors’s Establishment Labs ESTA Stock Holding History

Clearstead Advisors’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
2026
Q1 		$3.98K Hold
70
– – ﹤0.01% 1775
2025
Q4 		$5.1K Hold
70
– – ﹤0.01% 2012
2025
Q3 		$2.87K Sell
70
-49
-41% -$2K ﹤0.01% 2345
2025
Q2 		$5.08K Hold
119
– – ﹤0.01% 2104
2025
Q1 		$4.86K Hold
119
– – ﹤0.01% 1757
2024
Q4 		$5.48K Buy
119
+49
+70% +$2.14K ﹤0.01% 1704
2024
Q3 		$3.03K Sell
70
-135
-66% -$5.87K ﹤0.01% 1784
2024
Q2 		$9.32K Buy
205
+111
+118% +$5.63K ﹤0.01% 1555
2024
Q1 		$5.28K Buy
94
+70
+292% +$2.81K ﹤0.01% 1167
2023
Q4 		$622 Buy
+24
New +$703 ﹤0.01% 1447

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
TCM
Tyro Capital Management Miami, Florida $395M AUM 60.37% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return