Money Concepts Capital’s Essex Property Trust ESS Stock Holding History

Money Concepts Capital’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	-10	Closed	-$2.12K	–	1214
2022 Q4	$2.12K	Buy	+10	New	+$2.19K	﹤0.01%	2655
2022 Q2	–	Sell	-2	Closed	-$1K	–	1778
2022 Q1	$1K	Buy	+2	New	+$668	﹤0.01%	2556

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

Money Concepts Capital's ESS Position: Q1 2023 in Review

Money Concepts Capital sold out of Essex Property Trust (ESS) in Q1 2023, closing a stake of 10 shares — an estimated $2.12K sold.

Money Concepts Capital first reported a position in ESS in Q1 2022 and held it in 2 quarters. The position peaked at $2.12K in Q4 2022. 530 funds tracked by Wall St. Rank hold ESS as of Q1 2023.

Money Concepts Capital reported no remaining Essex Property Trust position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 10 Essex Property Trust shares in Q1 2023, an estimated $2.12K.
Money Concepts Capital first reported a position in Essex Property Trust in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Essex Property Trust position peaked at $2.12K in Q4 2022.
530 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.