AWS
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Atria Wealth Solutions’s Essex Property Trust ESS Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-2,453
Closed -$597K – 1816
2022
Q3 		$597K Buy
+2,453
New +$664K 0.01% 930
2022
Q2 		– Sell
-793
Closed -$276K – 1705
2022
Q1 		$276K Buy
+793
New +$265K ﹤0.01% 1362

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's ESS Position: Q4 2022 in Review

Atria Wealth Solutions sold out of Essex Property Trust (ESS) in Q4 2022, closing a stake of 2,453 shares — an estimated $597K sold.

Atria Wealth Solutions first reported a position in ESS in Q1 2022 and held it in 2 quarters. The position peaked at $597K in Q3 2022. 527 funds tracked by Wall St. Rank hold ESS as of Q4 2022.

  • Atria Wealth Solutions reported no remaining Essex Property Trust position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,453 Essex Property Trust shares in Q4 2022, an estimated $597K.
  • Atria Wealth Solutions first reported a position in Essex Property Trust in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Essex Property Trust position peaked at $597K in Q3 2022.
  • 527 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.