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

One 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
2023 Q1	–	Sell	-96	Closed	-$20.3K	–	328
2022 Q4	$20.3K	Buy	+96	New	+$21K	﹤0.01%	528
2021 Q4	–	Sell	-1,131	Closed	-$362K	–	205
2021 Q3	$362K	Sell	1,131 -523	-32%	-$169K	0.11%	122
2021 Q2	$496K	Buy	1,654 +46	+3%	+$13.6K	0.16%	80
2021 Q1	$437K	Buy	1,608 +179	+13%	+$46.4K	0.17%	76
2020 Q4	$339K	Buy	+1,429	New	+$330K	0.18%	74
2019 Q2	–	Sell	-7	Closed	-$2K	–	229
2019 Q1	$2K	Buy	+7	New	+$1.91K	﹤0.01%	480

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

One Wealth Advisors's ESS Position: Q1 2023 in Review

One Wealth Advisors sold out of Essex Property Trust (ESS) in Q1 2023, closing a stake of 96 shares — an estimated $20.3K sold.

One Wealth Advisors first reported a position in ESS in Q1 2019 and held it in 6 quarters. The position peaked at $496K in Q2 2021. 530 funds tracked by Wall St. Rank hold ESS as of Q1 2023.

One Wealth Advisors reported no remaining Essex Property Trust position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 96 Essex Property Trust shares in Q1 2023, an estimated $20.3K.
One Wealth Advisors first reported a position in Essex Property Trust in Q1 2019 and held it in 6 quarters.
One Wealth Advisors's Essex Property Trust position peaked at $496K in Q2 2021.
530 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.