GPS Wealth Strategies Group’s Essex Property Trust ESS Stock Holding History

GPS Wealth Strategies Group’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	-213	Closed	-$52K	–	425
2022 Q3	$52K	Buy	213 +4	+2%	+$1.08K	0.01%	426
2022 Q2	$55K	Buy	209 +4	+2%	+$1.21K	0.01%	429
2022 Q1	$71K	Buy	205 +1	+0.5%	+$334	0.02%	365
2021 Q4	$72K	Buy	204 +10	+5%	+$3.4K	0.02%	345
2021 Q3	$62K	Sell	194 -10	-5%	-$3.23K	0.02%	352
2021 Q2	$61K	Sell	204 -11	-5%	-$3.24K	0.02%	373
2021 Q1	$58K	Buy	+215	New	+$55.7K	0.02%	359

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

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

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

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

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

GPS Wealth Strategies Group's ESS Position: Q4 2022 in Review

GPS Wealth Strategies Group sold out of Essex Property Trust (ESS) in Q4 2022, closing a stake of 213 shares — an estimated $52K sold.

GPS Wealth Strategies Group first reported a position in ESS in Q1 2021 and held it in 7 quarters. The position peaked at $72K in Q4 2021. 527 funds tracked by Wall St. Rank hold ESS as of Q4 2022.

GPS Wealth Strategies Group reported no remaining Essex Property Trust position as of Q4 2022 after selling out during the quarter.
GPS Wealth Strategies Group sold 213 Essex Property Trust shares in Q4 2022, an estimated $52K.
GPS Wealth Strategies Group first reported a position in Essex Property Trust in Q1 2021 and held it in 7 quarters.
GPS Wealth Strategies Group's Essex Property Trust position peaked at $72K in Q4 2021.
527 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2022.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2022, filed 27 Jan 2023.