Impact Partnership Wealth’s Essex Property Trust ESS Stock Holding History

Impact Partnership Wealth’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 Q4	–	Sell	-14	Closed	-$2.97K	–	914
2023 Q3	$2.97K	Hold	14	–	–	﹤0.01%	766
2023 Q2	$3.28K	Buy	+14	New	+$3.06K	﹤0.01%	561

Other funds holding ESS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impact Partnership Wealth's ESS Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Essex Property Trust (ESS) in Q4 2023, closing a stake of 14 shares — an estimated $2.97K sold.

Impact Partnership Wealth first reported a position in ESS in Q2 2023 and held it in 2 quarters. The position peaked at $3.28K in Q2 2023. 546 funds tracked by Wall St. Rank hold ESS as of Q4 2023.

Impact Partnership Wealth reported no remaining Essex Property Trust position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 14 Essex Property Trust shares in Q4 2023, an estimated $2.97K.
Impact Partnership Wealth first reported a position in Essex Property Trust in Q2 2023 and held it in 2 quarters.
Impact Partnership Wealth's Essex Property Trust position peaked at $3.28K in Q2 2023.
546 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.