AWM
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Axxcess Wealth Management’s Empire State Realty Trust ESRT Stock Holding History

Axxcess Wealth Management’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-13,590
Closed -$121K – 658
2021
Q4 		$121K Buy
+13,590
New +$134K 0.01% 608

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Axxcess Wealth Management's ESRT Position: Q1 2022 in Review

Axxcess Wealth Management sold out of Empire State Realty Trust (ESRT) in Q1 2022, closing a stake of 13,590 shares — an estimated $121K sold.

Axxcess Wealth Management first reported a position in ESRT in Q4 2021 and held it in 1 quarter. The position peaked at $121K in Q4 2021. 192 funds tracked by Wall St. Rank hold ESRT as of Q1 2022.

  • Axxcess Wealth Management reported no remaining Empire State Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 13,590 Empire State Realty Trust shares in Q1 2022, an estimated $121K.
  • Axxcess Wealth Management first reported a position in Empire State Realty Trust in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's Empire State Realty Trust position peaked at $121K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.