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Valeo Financial Advisors’s Elastic ESTC Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-100
Closed -$9K – 1751
2020
Q2 		$9K Sell
100
-200
-67% -$14.6K ﹤0.01% 1316
2020
Q1 		$17K Buy
+300
New +$19.4K ﹤0.01% 931

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
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's ESTC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Elastic (ESTC) in Q2 2021, closing a stake of 240 shares — an estimated $27K sold.

Valeo Financial Advisors first reported a position in ESTC in Q1 2019 and held it in 9 quarters. The position peaked at $48K in Q4 2020. 343 funds tracked by Wall St. Rank hold ESTC as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Elastic position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 240 Elastic shares in Q2 2021, an estimated $27K.
  • Valeo Financial Advisors first reported a position in Elastic in Q1 2019 and held it in 9 quarters.
  • Valeo Financial Advisors's Elastic position peaked at $48K in Q4 2020.
  • 343 funds tracked by Wall St. Rank held Elastic as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.