Janiczek Wealth Management’s Essex Property Trust ESS Stock Holding History

Janiczek Wealth Management’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	-3	Closed	-$662	–	1029
2022 Q4	$662	Hold	3	–	–	﹤0.01%	889
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	830
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	858
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	856
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	910
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	886
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	836
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	798
2020 Q4	$1K	Buy	+3	New	+$692	﹤0.01%	727
2019 Q3	–	Sell	-50	Closed	-$15K	–	174
2019 Q2	$15K	Buy	+50	New	+$14.4K	0.01%	123

Other funds holding ESS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Janiczek Wealth Management's ESS Position: Q1 2023 in Review

Janiczek Wealth Management sold out of Essex Property Trust (ESS) in Q1 2023, closing a stake of 3 shares — an estimated $662 sold.

Janiczek Wealth Management first reported a position in ESS in Q2 2019 and held it in 10 quarters. The position peaked at $15K in Q2 2019. 530 funds tracked by Wall St. Rank hold ESS as of Q1 2023.

Janiczek Wealth Management reported no remaining Essex Property Trust position as of Q1 2023 after selling out during the quarter.
Janiczek Wealth Management sold 3 Essex Property Trust shares in Q1 2023, an estimated $662.
Janiczek Wealth Management first reported a position in Essex Property Trust in Q2 2019 and held it in 10 quarters.
Janiczek Wealth Management's Essex Property Trust position peaked at $15K in Q2 2019.
530 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2023.

Based on Janiczek Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.