Prentice Wealth Management’s Essex Property Trust ESS Stock Holding History

Prentice Wealth Management’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
2021 Q2	–	Sell	-135	Closed	-$37K	–	345
2021 Q1	$37K	Buy	+135	New	+$35K	0.02%	187

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Prentice Wealth Management's ESS Position: Q2 2021 in Review

Prentice Wealth Management sold out of Essex Property Trust (ESS) in Q2 2021, closing a stake of 135 shares — an estimated $37K sold.

Prentice Wealth Management first reported a position in ESS in Q1 2021 and held it in 1 quarter. The position peaked at $37K in Q1 2021. 513 funds tracked by Wall St. Rank hold ESS as of Q2 2021.

Prentice Wealth Management reported no remaining Essex Property Trust position as of Q2 2021 after selling out during the quarter.
Prentice Wealth Management sold 135 Essex Property Trust shares in Q2 2021, an estimated $37K.
Prentice Wealth Management first reported a position in Essex Property Trust in Q1 2021 and held it in 1 quarter.
Prentice Wealth Management's Essex Property Trust position peaked at $37K in Q1 2021.
513 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2021.

Based on Prentice Wealth Management's 13F filing for Q2 2021, filed 11 Aug 2021.