Paces Ferry Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Paces Ferry 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
2020 Q4	–	Sell	-6	Closed	-$1K	–	444
2020 Q3	$1K	Buy	+6	New	+$1.31K	﹤0.01%	823

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Paces Ferry Wealth Advisors's ESS Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Essex Property Trust (ESS) in Q4 2020, closing a stake of 6 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in ESS in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 517 funds tracked by Wall St. Rank hold ESS as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Essex Property Trust position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 6 Essex Property Trust shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in Essex Property Trust in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Essex Property Trust position peaked at $1K in Q3 2020.
517 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.