Amplius Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-3	Closed	-$1K	–	401
2021 Q4	$1K	Buy	+3	New	+$1.02K	﹤0.01%	886

Other funds holding ESS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Amplius Wealth Advisors's ESS Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Essex Property Trust (ESS) in Q1 2022, closing a stake of 3 shares — an estimated $1K sold.

Amplius Wealth Advisors first reported a position in ESS in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 560 funds tracked by Wall St. Rank hold ESS as of Q1 2022.

Amplius Wealth Advisors reported no remaining Essex Property Trust position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 3 Essex Property Trust shares in Q1 2022, an estimated $1K.
Amplius Wealth Advisors first reported a position in Essex Property Trust in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Essex Property Trust position peaked at $1K in Q4 2021.
560 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.