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Focus Partners Advisor Solutions’s Essex Property Trust ESS Stock Holding History

Focus Partners Advisor Solutions’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
Q4 		– Sell
-831
Closed -$202K – 373
2022
Q3 		$202K Sell
831
-372
-31% -$101K 0.01% 381
2022
Q2 		$315K Buy
+1,203
New +$364K 0.03% 252

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focus Partners Advisor Solutions's ESS Position: Q4 2022 in Review

Focus Partners Advisor Solutions sold out of Essex Property Trust (ESS) in Q4 2022, closing a stake of 831 shares — an estimated $202K sold.

Focus Partners Advisor Solutions first reported a position in ESS in Q2 2022 and held it in 2 quarters. The position peaked at $315K in Q2 2022. 527 funds tracked by Wall St. Rank hold ESS as of Q4 2022.

  • Focus Partners Advisor Solutions reported no remaining Essex Property Trust position as of Q4 2022 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 831 Essex Property Trust shares in Q4 2022, an estimated $202K.
  • Focus Partners Advisor Solutions first reported a position in Essex Property Trust in Q2 2022 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's Essex Property Trust position peaked at $315K in Q2 2022.
  • 527 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2022.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.