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Heritage Wealth Management (Arizona)’s Essex Property Trust ESS Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-85
Closed -$23K – 911
2021
Q1 		$23K Buy
+85
New +$22K 0.01% 474

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ESS Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of Essex Property Trust (ESS) in Q2 2021, closing a stake of 85 shares — an estimated $23K sold.

Heritage Wealth Management (Arizona) first reported a position in ESS in Q1 2021 and held it in 1 quarter. The position peaked at $23K in Q1 2021. 513 funds tracked by Wall St. Rank hold ESS as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Essex Property Trust position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 85 Essex Property Trust shares in Q2 2021, an estimated $23K.
  • Heritage Wealth Management (Arizona) first reported a position in Essex Property Trust in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Essex Property Trust position peaked at $23K in Q1 2021.
  • 513 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.