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JFS Wealth Advisors’s Essex Property Trust ESS Stock Holding History

JFS Wealth Advisors’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
2024
Q3 		– Sell
-2
Closed -$545 – 1981
2024
Q2 		$545 Sell
2
-1
-33% -$257 ﹤0.01% 1789
2024
Q1 		$735 Sell
3
-2
-40% -$476 ﹤0.01% 1722
2023
Q4 		$1.24K Buy
+5
New +$1.1K ﹤0.01% 1583
2015
Q3 		– Sell
-3
Closed -$1K – 508
2015
Q2 		$1K Hold
3
– – ﹤0.01% 483
2015
Q1 		$1K Buy
+3
New +$679 ﹤0.01% 482

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JFS Wealth Advisors's ESS Position: Q3 2024 in Review

JFS Wealth Advisors sold out of Essex Property Trust (ESS) in Q3 2024, closing a stake of 2 shares — an estimated $545 sold.

JFS Wealth Advisors first reported a position in ESS in Q1 2015 and held it in 5 quarters. The position peaked at $1.24K in Q4 2023. 607 funds tracked by Wall St. Rank hold ESS as of Q3 2024.

  • JFS Wealth Advisors reported no remaining Essex Property Trust position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 2 Essex Property Trust shares in Q3 2024, an estimated $545.
  • JFS Wealth Advisors first reported a position in Essex Property Trust in Q1 2015 and held it in 5 quarters.
  • JFS Wealth Advisors's Essex Property Trust position peaked at $1.24K in Q4 2023.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.