Ridgecrest Wealth Partners’s Empire State Realty Trust ESRT Stock Holding History

Ridgecrest Wealth Partners’s Portfolio ESRT Stock Details ESRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,180	Closed	-$72.6K	–	105
2023 Q1	$72.6K	Hold	11,180	–	–	0.05%	94
2022 Q4	$75.4K	Hold	11,180	–	–	0.06%	91
2022 Q3	$73K	Hold	11,180	–	–	0.06%	93
2022 Q2	$79K	Hold	11,180	–	–	0.06%	101
2022 Q1	$110K	Hold	11,180	–	–	0.07%	104
2021 Q4	$100K	Hold	11,180	–	–	0.05%	117
2021 Q3	$112K	Hold	11,180	–	–	0.06%	111
2021 Q2	$134K	Hold	11,180	–	–	0.08%	106
2021 Q1	$124K	Buy	+11,180	New	+$116K	0.12%	89

Other funds holding ESRT

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ridgecrest Wealth Partners's ESRT Position: Q2 2023 in Review

Ridgecrest Wealth Partners sold out of Empire State Realty Trust (ESRT) in Q2 2023, closing a stake of 11,180 shares — an estimated $72.6K sold.

Ridgecrest Wealth Partners first reported a position in ESRT in Q1 2021 and held it in 9 quarters. The position peaked at $134K in Q2 2021. 196 funds tracked by Wall St. Rank hold ESRT as of Q2 2023.

Ridgecrest Wealth Partners reported no remaining Empire State Realty Trust position as of Q2 2023 after selling out during the quarter.
Ridgecrest Wealth Partners sold 11,180 Empire State Realty Trust shares in Q2 2023, an estimated $72.6K.
Ridgecrest Wealth Partners first reported a position in Empire State Realty Trust in Q1 2021 and held it in 9 quarters.
Ridgecrest Wealth Partners's Empire State Realty Trust position peaked at $134K in Q2 2021.
196 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2023.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2023, filed 31 Jul 2023.