Connectus Wealth’s Essex Property Trust ESS Stock Holding History

Connectus Wealth’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	-2,301	Closed	-$810K	–	437
2022 Q1	$810K	Buy	+2,301	New	+$769K	0.03%	266

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

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

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

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

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

Connectus Wealth's ESS Position: Q2 2022 in Review

Connectus Wealth sold out of Essex Property Trust (ESS) in Q2 2022, closing a stake of 2,301 shares — an estimated $810K sold.

Connectus Wealth first reported a position in ESS in Q1 2022 and held it in 1 quarter. The position peaked at $810K in Q1 2022. 543 funds tracked by Wall St. Rank hold ESS as of Q2 2022.

Connectus Wealth reported no remaining Essex Property Trust position as of Q2 2022 after selling out during the quarter.
Connectus Wealth sold 2,301 Essex Property Trust shares in Q2 2022, an estimated $810K.
Connectus Wealth first reported a position in Essex Property Trust in Q1 2022 and held it in 1 quarter.
Connectus Wealth's Essex Property Trust position peaked at $810K in Q1 2022.
543 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2022.

Based on Connectus Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.