Insight Wealth Strategies’s Essex Property Trust ESS Stock Holding History

Insight Wealth Strategies’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	-919	Closed	-$250K	–	204
2021 Q1	$250K	Sell	919 -19	-2%	-$4.93K	0.03%	195
2020 Q4	$223K	Sell	938 -132	-12%	-$30.5K	0.04%	207
2020 Q3	$215K	Buy	+1,070	New	+$233K	0.04%	189

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

Cohen & Steers New York $63.2B AUM 17.15% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Insight Wealth Strategies's ESS Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Essex Property Trust (ESS) in Q2 2021, closing a stake of 919 shares — an estimated $250K sold.

Insight Wealth Strategies first reported a position in ESS in Q3 2020 and held it in 3 quarters. The position peaked at $250K in Q1 2021. 513 funds tracked by Wall St. Rank hold ESS as of Q2 2021.

Insight Wealth Strategies reported no remaining Essex Property Trust position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 919 Essex Property Trust shares in Q2 2021, an estimated $250K.
Insight Wealth Strategies first reported a position in Essex Property Trust in Q3 2020 and held it in 3 quarters.
Insight Wealth Strategies's Essex Property Trust position peaked at $250K in Q1 2021.
513 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.