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Clearview Wealth Advisors’s Elastic ESTC Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-4
Closed -$256 – 273
2023
Q2 		$256 Hold
4
– – ﹤0.01% 654
2023
Q1 		$232 Buy
+4
New +$228 ﹤0.01% 644
2022
Q3 		– Sell
-76
Closed -$5K – 596
2022
Q2 		$5K Sell
76
-5
-6% -$364 ﹤0.01% 427
2022
Q1 		$7K Buy
81
+27
+50% +$2.41K ﹤0.01% 417
2021
Q4 		$7K Buy
+54
New +$8.16K ﹤0.01% 453

Other funds holding ESTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Clearview Wealth Advisors's ESTC Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Elastic (ESTC) in Q3 2023, closing a stake of 4 shares — an estimated $256 sold.

Clearview Wealth Advisors first reported a position in ESTC in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 312 funds tracked by Wall St. Rank hold ESTC as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Elastic position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 4 Elastic shares in Q3 2023, an estimated $256.
  • Clearview Wealth Advisors first reported a position in Elastic in Q4 2021 and held it in 5 quarters.
  • Clearview Wealth Advisors's Elastic position peaked at $7K in Q1 2022.
  • 312 funds tracked by Wall St. Rank held Elastic as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.