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Legacy Wealth Asset Management’s Elastic ESTC Stock Holding History

Legacy Wealth Asset 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
2023
Q3 		– Sell
-7,530
Closed -$483K – 336
2023
Q2 		$483K Buy
7,530
+52
+0.7% +$3.26K 0.17% 205
2023
Q1 		$433K Buy
7,478
+1,230
+20% +$70.1K 0.16% 230
2022
Q4 		$322K Buy
6,248
+303
+5% +$18.2K 0.12% 281
2022
Q3 		$426K Buy
+5,945
New +$473K 0.19% 193

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

Legacy Wealth Asset Management's ESTC Position: Q3 2023 in Review

Legacy Wealth Asset Management sold out of Elastic (ESTC) in Q3 2023, closing a stake of 7,530 shares — an estimated $483K sold.

Legacy Wealth Asset Management first reported a position in ESTC in Q3 2022 and held it in 4 quarters. The position peaked at $483K in Q2 2023. 312 funds tracked by Wall St. Rank hold ESTC as of Q3 2023.

  • Legacy Wealth Asset Management reported no remaining Elastic position as of Q3 2023 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 7,530 Elastic shares in Q3 2023, an estimated $483K.
  • Legacy Wealth Asset Management first reported a position in Elastic in Q3 2022 and held it in 4 quarters.
  • Legacy Wealth Asset Management's Elastic position peaked at $483K in Q2 2023.
  • 312 funds tracked by Wall St. Rank held Elastic as of Q3 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.