AWM
ESS icon

Accurate Wealth Management’s Essex Property Trust ESS Stock Holding History

Accurate Wealth Management’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2
Closed -$428 – 616
2022
Q4 		$428 Buy
+2
New +$437 ﹤0.01% 1498

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Accurate Wealth Management's ESS Position: Q1 2023 in Review

Accurate Wealth Management sold out of Essex Property Trust (ESS) in Q1 2023, closing a stake of 2 shares — an estimated $428 sold.

Accurate Wealth Management first reported a position in ESS in Q4 2022 and held it in 1 quarter. The position peaked at $428 in Q4 2022. 530 funds tracked by Wall St. Rank hold ESS as of Q1 2023.

  • Accurate Wealth Management reported no remaining Essex Property Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 2 Essex Property Trust shares in Q1 2023, an estimated $428.
  • Accurate Wealth Management first reported a position in Essex Property Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Essex Property Trust position peaked at $428 in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.