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Focused Wealth Management’s Elastic ESTC Stock Holding History

Focused 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
2022
Q3 		– Sell
-4,000
Closed -$2K – 973
2022
Q2 		$2K Hold
4,000
– – ﹤0.01% 726
2022
Q1 		$22K Buy
+4,000
New +$358K ﹤0.01% 430

Other funds holding ESTC

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Focused Wealth Management's ESTC Position: Q1 2024 in Review

Focused Wealth Management sold out of Elastic (ESTC) in Q1 2024, closing a stake of 30 shares — an estimated $3.38K sold.

Focused Wealth Management first reported a position in ESTC in Q4 2018 and held it in 10 quarters. The position peaked at $162K in Q3 2023. 359 funds tracked by Wall St. Rank hold ESTC as of Q1 2024.

  • Focused Wealth Management reported no remaining Elastic position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 30 Elastic shares in Q1 2024, an estimated $3.38K.
  • Focused Wealth Management first reported a position in Elastic in Q4 2018 and held it in 10 quarters.
  • Focused Wealth Management's Elastic position peaked at $162K in Q3 2023.
  • 359 funds tracked by Wall St. Rank held Elastic as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.