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

BDO 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
2020 Q2	–	Sell	-152	Closed	-$33K	–	715
2020 Q1	$33K	Buy	+152	New	+$43.7K	0.01%	376

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BDO Wealth Advisors's ESS Position: Q2 2020 in Review

BDO Wealth Advisors sold out of Essex Property Trust (ESS) in Q2 2020, closing a stake of 152 shares — an estimated $33K sold.

BDO Wealth Advisors first reported a position in ESS in Q1 2020 and held it in 1 quarter. The position peaked at $33K in Q1 2020. 499 funds tracked by Wall St. Rank hold ESS as of Q2 2020.

BDO Wealth Advisors reported no remaining Essex Property Trust position as of Q2 2020 after selling out during the quarter.
BDO Wealth Advisors sold 152 Essex Property Trust shares in Q2 2020, an estimated $33K.
BDO Wealth Advisors first reported a position in Essex Property Trust in Q1 2020 and held it in 1 quarter.
BDO Wealth Advisors's Essex Property Trust position peaked at $33K in Q1 2020.
499 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.