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C2C Wealth Management’s Essex Property Trust ESS Stock Holding History

C2C 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
Q2 		– Sell
-594
Closed -$208K – 194
2022
Q1 		$208K Hold
594
– – 0.04% 192
2021
Q4 		$209K Buy
+594
New +$202K 0.03% 207

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

C2C Wealth Management's ESS Position: Q2 2022 in Review

C2C Wealth Management sold out of Essex Property Trust (ESS) in Q2 2022, closing a stake of 594 shares — an estimated $208K sold.

C2C Wealth Management first reported a position in ESS in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q4 2021. 543 funds tracked by Wall St. Rank hold ESS as of Q2 2022.

  • C2C Wealth Management reported no remaining Essex Property Trust position as of Q2 2022 after selling out during the quarter.
  • C2C Wealth Management sold 594 Essex Property Trust shares in Q2 2022, an estimated $208K.
  • C2C Wealth Management first reported a position in Essex Property Trust in Q4 2021 and held it in 2 quarters.
  • C2C Wealth Management's Essex Property Trust position peaked at $209K in Q4 2021.
  • 543 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2022.

Based on C2C Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.