AWA
ESS icon

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

Arkadios 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
-686
Closed -$242K – 579
2021
Q4 		$242K Buy
686
+395
+136% +$134K 0.03% 497
2021
Q3 		$93K Buy
291
+54
+23% +$17.5K 0.01% 709
2021
Q2 		$71K Buy
237
+146
+160% +$43.1K 0.01% 818
2021
Q1 		$24K Buy
91
+57
+168% +$14.8K ﹤0.01% 915
2020
Q4 		$8K Sell
34
-107
-76% -$24.7K ﹤0.01% 1013
2020
Q3 		$28.5K Buy
141
+30
+27% +$6.53K 0.01% 524
2020
Q2 		$25.3K Buy
111
+107
+2,675% +$25.6K 0.01% 496
2020
Q1 		$881 Hold
4
– – ﹤0.01% 977
2019
Q4 		$1.29K Buy
+4
New +$1.26K ﹤0.01% 859

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return