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Concord Wealth Partners’s Essex Property Trust ESS Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-4
Closed -$1.09K – 976
2024
Q2 		$1.09K Buy
+4
New +$1.03K ﹤0.01% 718

Other funds holding ESS

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Concord Wealth Partners's ESS Position: Q3 2024 in Review

Concord Wealth Partners sold out of Essex Property Trust (ESS) in Q3 2024, closing a stake of 4 shares — an estimated $1.09K sold.

Concord Wealth Partners first reported a position in ESS in Q2 2024 and held it in 1 quarter. The position peaked at $1.09K in Q2 2024. 607 funds tracked by Wall St. Rank hold ESS as of Q3 2024.

  • Concord Wealth Partners reported no remaining Essex Property Trust position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 4 Essex Property Trust shares in Q3 2024, an estimated $1.09K.
  • Concord Wealth Partners first reported a position in Essex Property Trust in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's Essex Property Trust position peaked at $1.09K in Q2 2024.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.