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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

JFS Wealth Advisors's ESTC Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Elastic (ESTC) in Q4 2024, closing a stake of 29 shares — an estimated $2.23K sold.

JFS Wealth Advisors first reported a position in ESTC in Q1 2020 and held it in 19 quarters. The position peaked at $13K in Q3 2021. 424 funds tracked by Wall St. Rank hold ESTC as of Q4 2024.

  • JFS Wealth Advisors reported no remaining Elastic position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 29 Elastic shares in Q4 2024, an estimated $2.23K.
  • JFS Wealth Advisors first reported a position in Elastic in Q1 2020 and held it in 19 quarters.
  • JFS Wealth Advisors's Elastic position peaked at $13K in Q3 2021.
  • 424 funds tracked by Wall St. Rank held Elastic as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.