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Ritholtz Wealth Management’s Establishment Labs ESTA Stock Holding History

Ritholtz Wealth Management’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
2021
Q3 		– Sell
-2,430
Closed -$212K – 543
2021
Q2 		$212K Buy
+2,430
New +$181K 0.02% 440
2021
Q1 		– Sell
-9,350
Closed -$352K – 482
2020
Q4 		$352K Buy
+9,350
New +$246K 0.03% 224

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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ritholtz Wealth Management's ESTA Position: Q3 2021 in Review

Ritholtz Wealth Management sold out of Establishment Labs (ESTA) in Q3 2021, closing a stake of 2,430 shares — an estimated $212K sold.

Ritholtz Wealth Management first reported a position in ESTA in Q4 2020 and held it in 2 quarters. The position peaked at $352K in Q4 2020. 97 funds tracked by Wall St. Rank hold ESTA as of Q3 2021.

  • Ritholtz Wealth Management reported no remaining Establishment Labs position as of Q3 2021 after selling out during the quarter.
  • Ritholtz Wealth Management sold 2,430 Establishment Labs shares in Q3 2021, an estimated $212K.
  • Ritholtz Wealth Management first reported a position in Establishment Labs in Q4 2020 and held it in 2 quarters.
  • Ritholtz Wealth Management's Establishment Labs position peaked at $352K in Q4 2020.
  • 97 funds tracked by Wall St. Rank held Establishment Labs as of Q3 2021.

Based on Ritholtz Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.