Blue Bell Private Wealth Management’s Essex Property Trust ESS Stock Holding History

Blue Bell Private 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
2022 Q3	–	Sell	-2	Closed	-$1K	–	773
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	713
2022 Q1	$1K	Buy	+2	New	+$668	﹤0.01%	775

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

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

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Blue Bell Private Wealth Management's ESS Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Essex Property Trust (ESS) in Q3 2022, closing a stake of 2 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in ESS in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 525 funds tracked by Wall St. Rank hold ESS as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining Essex Property Trust position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 2 Essex Property Trust shares in Q3 2022, an estimated $1K.
Blue Bell Private Wealth Management first reported a position in Essex Property Trust in Q1 2022 and held it in 2 quarters.
Blue Bell Private Wealth Management's Essex Property Trust position peaked at $1K in Q2 2022.
525 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.