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

Ropes 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
2021 Q1	–	Sell	-1	Closed	–	–	421
2020 Q4	$0	Buy	+1	New	+$231	﹤0.01%	835

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ropes Wealth Advisors's ESS Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Essex Property Trust (ESS) in Q1 2021, closing a stake of 1 share.

Ropes Wealth Advisors first reported a position in ESS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 517 funds tracked by Wall St. Rank hold ESS as of Q1 2021.

Ropes Wealth Advisors reported no remaining Essex Property Trust position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1 Essex Property Trust share in Q1 2021.
Ropes Wealth Advisors first reported a position in Essex Property Trust in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Essex Property Trust position peaked at $0 in Q4 2020.
517 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.