JFS Wealth Advisors’s Elastic ESTC Stock Holding History

JFS 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
2024 Q4	–	Sell	-29	Closed	-$2.23K	–	1963
2024 Q3	$2.23K	Hold	29	–	–	﹤0.01%	1435
2024 Q2	$3.3K	Sell	29 -1	-3%	-$105	﹤0.01%	1233
2024 Q1	$3.01K	Buy	30 +1	+3%	+$115	﹤0.01%	1293
2023 Q4	$3.27K	Hold	29	–	–	﹤0.01%	1227
2023 Q3	$2.36K	Hold	29	–	–	﹤0.01%	1300
2023 Q2	$1.86K	Hold	29	–	–	﹤0.01%	1409
2023 Q1	$1.68K	Hold	29	–	–	﹤0.01%	1430
2022 Q4	$1.49K	Sell	29 -55	-65%	-$3.3K	﹤0.01%	1478
2022 Q3	$6K	Hold	84	–	–	﹤0.01%	904
2022 Q2	$6K	Sell	84 -9	-10%	-$655	﹤0.01%	930
2022 Q1	$8K	Buy	93 +4	+4%	+$358	﹤0.01%	864
2021 Q4	$11K	Buy	89 +5	+6%	+$755	﹤0.01%	674
2021 Q3	$13K	Buy	84 +55	+190%	+$8.46K	﹤0.01%	604
2021 Q2	$4K	Hold	29	–	–	﹤0.01%	513
2021 Q1	$3K	Hold	29	–	–	﹤0.01%	509
2020 Q4	$4K	Hold	29	–	–	﹤0.01%	489
2020 Q3	$3K	Hold	29	–	–	﹤0.01%	478
2020 Q2	$3K	Hold	29	–	–	﹤0.01%	461
2020 Q1	$2K	Buy	+29	New	+$1.87K	﹤0.01%	437

Other funds holding ESTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return