First Affirmative Financial Network’s Essex Property Trust ESS Stock Holding History

First Affirmative Financial Network’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 Q3	–	Sell	-842	Closed	-$220K	–	143
2022 Q2	$220K	Sell	842 -60	-7%	-$18.2K	0.25%	120
2022 Q1	$311K	Buy	902 +44	+5%	+$14.7K	0.3%	103
2021 Q4	$302K	Buy	858 +35	+4%	+$11.9K	0.28%	106
2021 Q3	$263K	Buy	+823	New	+$266K	0.27%	112

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 $3.37T AUM 44.26% 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

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

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

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

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

First Affirmative Financial Network's ESS Position: Q3 2022 in Review

First Affirmative Financial Network sold out of Essex Property Trust (ESS) in Q3 2022, closing a stake of 842 shares — an estimated $220K sold.

First Affirmative Financial Network first reported a position in ESS in Q3 2021 and held it in 4 quarters. The position peaked at $311K in Q1 2022. 525 funds tracked by Wall St. Rank hold ESS as of Q3 2022.

First Affirmative Financial Network reported no remaining Essex Property Trust position as of Q3 2022 after selling out during the quarter.
First Affirmative Financial Network sold 842 Essex Property Trust shares in Q3 2022, an estimated $220K.
First Affirmative Financial Network first reported a position in Essex Property Trust in Q3 2021 and held it in 4 quarters.
First Affirmative Financial Network's Essex Property Trust position peaked at $311K in Q1 2022.
525 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2022.

Based on First Affirmative Financial Network's 13F filing for Q3 2022, filed 20 Oct 2022.