High Net Worth Advisory Group’s Essex Property Trust ESS Stock Holding History

High Net Worth Advisory 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
2023 Q1	–	Sell	-251	Closed	-$53.2K	–	302
2022 Q4	$53.2K	Hold	251	–	–	0.02%	316
2022 Q3	$61K	Hold	251	–	–	0.03%	298
2022 Q2	$66K	Hold	251	–	–	0.03%	287
2022 Q1	$87K	Hold	251	–	–	0.03%	263
2021 Q4	$88K	Buy	+251	New	+$85.4K	0.03%	275

Other funds holding ESS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

High Net Worth Advisory Group's ESS Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Essex Property Trust (ESS) in Q1 2023, closing a stake of 251 shares — an estimated $53.2K sold.

High Net Worth Advisory Group first reported a position in ESS in Q4 2021 and held it in 5 quarters. The position peaked at $88K in Q4 2021. 530 funds tracked by Wall St. Rank hold ESS as of Q1 2023.

High Net Worth Advisory Group reported no remaining Essex Property Trust position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 251 Essex Property Trust shares in Q1 2023, an estimated $53.2K.
High Net Worth Advisory Group first reported a position in Essex Property Trust in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Essex Property Trust position peaked at $88K in Q4 2021.
530 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.