WR Wealth Planners’s Elastic ESTC Stock Holding History

WR Wealth Planners’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
2022 Q4	–	Sell	-1	Closed	-$72	–	515
2022 Q3	$72	Buy	+1	New	+$80	﹤0.01%	506

Other funds holding ESTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

WR Wealth Planners's ESTC Position: Q4 2022 in Review

WR Wealth Planners sold out of Elastic (ESTC) in Q4 2022, closing a stake of 1 share — an estimated $72 sold.

WR Wealth Planners first reported a position in ESTC in Q3 2022 and held it in 1 quarter. The position peaked at $72 in Q3 2022. 323 funds tracked by Wall St. Rank hold ESTC as of Q4 2022.

WR Wealth Planners reported no remaining Elastic position as of Q4 2022 after selling out during the quarter.
WR Wealth Planners sold 1 Elastic share in Q4 2022, an estimated $72.
WR Wealth Planners first reported a position in Elastic in Q3 2022 and held it in 1 quarter.
WR Wealth Planners's Elastic position peaked at $72 in Q3 2022.
323 funds tracked by Wall St. Rank held Elastic as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.