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Concurrent Investment Advisors’s Establishment Labs ESTA Stock Holding History

Concurrent Investment 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
2024
Q3 		– Sell
-5,075
Closed -$231K – 1113
2024
Q2 		$231K Sell
5,075
-100
-2% -$5.07K 0.01% 822
2024
Q1 		$263K Buy
+5,175
New +$208K 0.01% 711

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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 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
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concurrent Investment Advisors's ESTA Position: Q3 2024 in Review

Concurrent Investment Advisors sold out of Establishment Labs (ESTA) in Q3 2024, closing a stake of 5,075 shares — an estimated $231K sold.

Concurrent Investment Advisors first reported a position in ESTA in Q1 2024 and held it in 2 quarters. The position peaked at $263K in Q1 2024. 130 funds tracked by Wall St. Rank hold ESTA as of Q3 2024.

  • Concurrent Investment Advisors reported no remaining Establishment Labs position as of Q3 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 5,075 Establishment Labs shares in Q3 2024, an estimated $231K.
  • Concurrent Investment Advisors first reported a position in Establishment Labs in Q1 2024 and held it in 2 quarters.
  • Concurrent Investment Advisors's Establishment Labs position peaked at $263K in Q1 2024.
  • 130 funds tracked by Wall St. Rank held Establishment Labs as of Q3 2024.

Based on Concurrent Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.