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Liberty Wealth Management’s Elastic ESTC Stock Holding History

Liberty 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
2021
Q4 		– Sell
-86
Closed -$14K – 455
2021
Q3 		$14K Buy
86
+65
+310% +$10K 0.01% 738
2021
Q2 		$3K Buy
21
+10
+91% +$1.25K ﹤0.01% 865
2021
Q1 		$1K Hold
11
– – ﹤0.01% 861
2020
Q4 		$1K Buy
+11
New +$1.35K ﹤0.01% 859

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Liberty Wealth Management's ESTC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Elastic (ESTC) in Q4 2021, closing a stake of 86 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in ESTC in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q3 2021. 381 funds tracked by Wall St. Rank hold ESTC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Elastic position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 86 Elastic shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in Elastic in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Elastic position peaked at $14K in Q3 2021.
  • 381 funds tracked by Wall St. Rank held Elastic as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.