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

SeaCrest 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
2022
Q3 		– Sell
-178
Closed -$47K – 886
2022
Q2 		$47K Buy
+178
New +$53.9K 0.01% 1145

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

SeaCrest Wealth Management's ESS Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Essex Property Trust (ESS) in Q3 2022, closing a stake of 178 shares — an estimated $47K sold.

SeaCrest Wealth Management first reported a position in ESS in Q2 2022 and held it in 1 quarter. The position peaked at $47K in Q2 2022. 524 funds tracked by Wall St. Rank hold ESS as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Essex Property Trust position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 178 Essex Property Trust shares in Q3 2022, an estimated $47K.
  • SeaCrest Wealth Management first reported a position in Essex Property Trust in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Essex Property Trust position peaked at $47K in Q2 2022.
  • 524 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.