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Provenance Wealth Advisors’s Establishment Labs ESTA Stock Holding History

Provenance Wealth Advisors’s Portfolio ESTA Stock Details ESTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10
Closed -$461 – 554
2024
Q4 		$461 Hold
10
– – ﹤0.01% 540
2024
Q3 		$433 Hold
10
– – ﹤0.01% 583
2024
Q2 		$454 Hold
10
– – ﹤0.01% 499
2024
Q1 		$509 Hold
10
– – ﹤0.01% 523
2023
Q4 		$259 Hold
10
– – ﹤0.01% 591
2023
Q3 		$491 Buy
+10
New +$598 ﹤0.01% 463

Other funds holding ESTA

JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Provenance Wealth Advisors's ESTA Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Establishment Labs (ESTA) in Q1 2025, closing a stake of 10 shares — an estimated $461 sold.

Provenance Wealth Advisors first reported a position in ESTA in Q3 2023 and held it in 6 quarters. The position peaked at $509 in Q1 2024. 137 funds tracked by Wall St. Rank hold ESTA as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Establishment Labs position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 10 Establishment Labs shares in Q1 2025, an estimated $461.
  • Provenance Wealth Advisors first reported a position in Establishment Labs in Q3 2023 and held it in 6 quarters.
  • Provenance Wealth Advisors's Establishment Labs position peaked at $509 in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Establishment Labs as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.