BerganKDV Wealth Management’s Essex Property Trust ESS Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	–	Sell	-8	Closed	-$1.75K	–	935
2023 Q1	$1.75K	Hold	8	–	–	﹤0.01%	844
2022 Q4	$1.76K	Hold	8	–	–	﹤0.01%	818
2022 Q3	$2K	Hold	8	–	–	﹤0.01%	802
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	820
2022 Q1	$3K	Hold	8	–	–	﹤0.01%	797
2021 Q4	$3K	Hold	8	–	–	﹤0.01%	856
2021 Q3	$3K	Hold	8	–	–	﹤0.01%	818
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	807
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	773
2020 Q4	$2K	Hold	8	–	–	﹤0.01%	771
2020 Q3	$2K	Hold	8	–	–	﹤0.01%	696
2020 Q2	$2K	Sell	8 -8	-50%	-$1.92K	﹤0.01%	745
2020 Q1	$4K	Hold	16	–	–	﹤0.01%	609
2019 Q4	$5K	Buy	16 +11	+220%	+$3.48K	﹤0.01%	615
2019 Q3	$2K	Hold	5	–	–	﹤0.01%	632
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	695
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	689
2018 Q4	$1K	Buy	+5	New	+$1.26K	﹤0.01%	653

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BerganKDV Wealth Management's ESS Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Essex Property Trust (ESS) in Q2 2023, closing a stake of 8 shares — an estimated $1.75K sold.

BerganKDV Wealth Management first reported a position in ESS in Q4 2018 and held it in 18 quarters. The position peaked at $5K in Q4 2019. 528 funds tracked by Wall St. Rank hold ESS as of Q2 2023.

BerganKDV Wealth Management reported no remaining Essex Property Trust position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 8 Essex Property Trust shares in Q2 2023, an estimated $1.75K.
BerganKDV Wealth Management first reported a position in Essex Property Trust in Q4 2018 and held it in 18 quarters.
BerganKDV Wealth Management's Essex Property Trust position peaked at $5K in Q4 2019.
528 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.