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Cetera Advisor Networks’s Essex Property Trust ESS Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$431K Sell
1,762
-153
-8% -$36.4K ﹤0.01% 2029
2023
Q4 		$475K Sell
1,915
-171
-8% -$37.7K ﹤0.01% 1913
2023
Q3 		$442K Buy
2,086
+443
+27% +$104K ﹤0.01% 1858
2023
Q2 		$385K Sell
1,643
-106
-6% -$23.2K ﹤0.01% 1905
2023
Q1 		$366K Buy
1,749
+66
+4% +$14.6K ﹤0.01% 1911
2022
Q4 		$357K Buy
1,683
+179
+12% +$39.1K ﹤0.01% 1876
2022
Q3 		$364K Buy
1,504
+320
+27% +$86.6K ﹤0.01% 1487
2022
Q2 		$310K Sell
1,184
-388
-25% -$117K ﹤0.01% 1602
2022
Q1 		$543K Buy
1,572
+565
+56% +$189K 0.01% 1247
2021
Q4 		$355K Buy
1,007
+149
+17% +$50.7K ﹤0.01% 1504
2021
Q3 		$274K Buy
858
+28
+3% +$9.06K ﹤0.01% 1585
2021
Q2 		$249K Buy
830
+47
+6% +$13.9K ﹤0.01% 1626
2021
Q1 		$213K Buy
+783
New +$203K ﹤0.01% 1334
2020
Q3 		– Sell
-338
Closed -$77K – 1748
2020
Q2 		$77K Buy
+338
New +$81K ﹤0.01% 1673
2015
Q3 		– Sell
-953
Closed -$218K – 828
2015
Q2 		$218K Hold
953
– – 0.01% 733
2015
Q1 		$218K Sell
953
-2,016
-68% -$457K 0.01% 737
2014
Q4 		$612K Sell
2,969
-100
-3% -$19.8K 0.04% 392
2014
Q3 		$550K Sell
3,069
-144
-4% -$27.2K 0.04% 426
2014
Q2 		$591K Buy
+3,213
New +$568K 0.04% 416

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cetera Advisor Networks's ESS Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Essex Property Trust (ESS) stake by 8% in Q1 2024, selling an estimated $36.4K and leaving 1,762 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Cetera Advisor Networks first reported a position in ESS in Q2 2014 and has held it in 19 quarters since. The position peaked at $612K in Q4 2014. 544 funds tracked by Wall St. Rank hold ESS as of Q1 2024.

  • Cetera Advisor Networks held 1,762 shares of Essex Property Trust worth $431K as of Q1 2024.
  • Cetera Advisor Networks sold 153 Essex Property Trust shares in Q1 2024, an estimated $36.4K.
  • Essex Property Trust made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2029 holding.
  • Cetera Advisor Networks first reported a position in Essex Property Trust in Q2 2014 and has held it in 19 quarters since.
  • Cetera Advisor Networks's Essex Property Trust position peaked at $612K in Q4 2014.
  • 544 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.