Evolution Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-19	Closed	-$6K	–	310
2021 Q3	$6K	Hold	19	–	–	﹤0.01%	477
2021 Q2	$6K	Hold	19	–	–	﹤0.01%	476
2021 Q1	$5K	Hold	19	–	–	﹤0.01%	521
2020 Q4	$5K	Buy	+19	New	+$4.38K	﹤0.01%	444
2020 Q1	–	Sell	-13	Closed	-$4K	–	417
2019 Q4	$4K	Buy	13 +1	+8%	+$316	﹤0.01%	440
2019 Q3	$4K	Hold	12	–	–	﹤0.01%	310
2019 Q2	$4K	Buy	+12	New	+$3.46K	﹤0.01%	291

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evolution Wealth Advisors's ESS Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Essex Property Trust (ESS) in Q4 2021, closing a stake of 19 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in ESS in Q2 2019 and held it in 7 quarters. The position peaked at $6K in Q3 2021. 559 funds tracked by Wall St. Rank hold ESS as of Q4 2021.

Evolution Wealth Advisors reported no remaining Essex Property Trust position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 19 Essex Property Trust shares in Q4 2021, an estimated $6K.
Evolution Wealth Advisors first reported a position in Essex Property Trust in Q2 2019 and held it in 7 quarters.
Evolution Wealth Advisors's Essex Property Trust position peaked at $6K in Q3 2021.
559 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.