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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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