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Stratos Wealth Advisors’s Empire State Realty Trust ESRT Stock Holding History

Stratos Wealth Advisors’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
2021
Q2 		– Sell
-10,177
Closed -$113K – 536
2021
Q1 		$113K Hold
10,177
– – 0.01% 474
2020
Q4 		$95K Buy
+10,177
New +$80.3K 0.01% 394

Other funds holding ESRT

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Stratos Wealth Advisors's ESRT Position: Q2 2021 in Review

Stratos Wealth Advisors sold out of Empire State Realty Trust (ESRT) in Q2 2021, closing a stake of 10,177 shares — an estimated $113K sold.

Stratos Wealth Advisors first reported a position in ESRT in Q4 2020 and held it in 2 quarters. The position peaked at $113K in Q1 2021. 197 funds tracked by Wall St. Rank hold ESRT as of Q2 2021.

  • Stratos Wealth Advisors reported no remaining Empire State Realty Trust position as of Q2 2021 after selling out during the quarter.
  • Stratos Wealth Advisors sold 10,177 Empire State Realty Trust shares in Q2 2021, an estimated $113K.
  • Stratos Wealth Advisors first reported a position in Empire State Realty Trust in Q4 2020 and held it in 2 quarters.
  • Stratos Wealth Advisors's Empire State Realty Trust position peaked at $113K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2021.

Based on Stratos Wealth Advisors's 13F filing for Q2 2021, filed 19 Jul 2021.