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 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

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

Arkadios Wealth Advisors sold out of Essex Property Trust (ESS) in Q1 2022, closing a stake of 686 shares — an estimated $242K sold.

Arkadios Wealth Advisors first reported a position in ESS in Q4 2019 and held it in 9 quarters. The position peaked at $242K in Q4 2021. 560 funds tracked by Wall St. Rank hold ESS as of Q1 2022.

Arkadios Wealth Advisors reported no remaining Essex Property Trust position as of Q1 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 686 Essex Property Trust shares in Q1 2022, an estimated $242K.
Arkadios Wealth Advisors first reported a position in Essex Property Trust in Q4 2019 and held it in 9 quarters.
Arkadios Wealth Advisors's Essex Property Trust position peaked at $242K in Q4 2021.
560 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.