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SYSTM Wealth Solutions’s Essex Property Trust ESS Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-193
Closed -$52.9K – 274
2024
Q2 		$52.9K Sell
193
-296
-61% -$76K 0.01% 278
2024
Q1 		$120K Sell
489
-32
-6% -$7.62K 0.02% 454
2023
Q4 		$130K Buy
+521
New +$115K 0.02% 426

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

SYSTM Wealth Solutions's ESS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Essex Property Trust (ESS) in Q3 2024, closing a stake of 193 shares — an estimated $52.9K sold.

SYSTM Wealth Solutions first reported a position in ESS in Q4 2023 and held it in 3 quarters. The position peaked at $130K in Q4 2023. 606 funds tracked by Wall St. Rank hold ESS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Essex Property Trust position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 193 Essex Property Trust shares in Q3 2024, an estimated $52.9K.
  • SYSTM Wealth Solutions first reported a position in Essex Property Trust in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Essex Property Trust position peaked at $130K in Q4 2023.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.