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Powell Investment Advisors’s Essex Property Trust ESS Stock Holding History

Powell Investment 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
2022
Q4 		– Sell
-1,766
Closed -$432K – 130
2022
Q3 		$432K Buy
1,766
+525
+42% +$142K 0.28% 62
2022
Q2 		$327K Buy
+1,241
New +$376K 0.2% 73

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Powell Investment Advisors's ESS Position: Q4 2022 in Review

Powell Investment Advisors sold out of Essex Property Trust (ESS) in Q4 2022, closing a stake of 1,766 shares — an estimated $432K sold.

Powell Investment Advisors first reported a position in ESS in Q2 2022 and held it in 2 quarters. The position peaked at $432K in Q3 2022. 527 funds tracked by Wall St. Rank hold ESS as of Q4 2022.

  • Powell Investment Advisors reported no remaining Essex Property Trust position as of Q4 2022 after selling out during the quarter.
  • Powell Investment Advisors sold 1,766 Essex Property Trust shares in Q4 2022, an estimated $432K.
  • Powell Investment Advisors first reported a position in Essex Property Trust in Q2 2022 and held it in 2 quarters.
  • Powell Investment Advisors's Essex Property Trust position peaked at $432K in Q3 2022.
  • 527 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2022.

Based on Powell Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.