TCI Wealth Advisors’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2
| Closed | -$419 | – | 854 |
|
|
2023
Q1 | $419 | Hold |
2
| – | – | ﹤0.01% | 2251 |
|
|
2022
Q4 | $424 | Hold |
2
| – | – | ﹤0.01% | 2244 |
|
|
2022
Q3 | $0 | Sell |
2
-5
| -71% | -$1.35K | ﹤0.01% | 2337 |
|
|
2022
Q2 | $2K | Buy |
7
+5
| +250% | +$1.51K | ﹤0.01% | 1988 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 2094 |
|
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 2186 |
|
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 2255 |
|
|
2021
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 2202 |
|
|
2021
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 2053 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1576 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1566 |
|
|
2020
Q2 | $0 | Sell |
2
-3
| -60% | -$719 | ﹤0.01% | 1513 |
|
|
2020
Q1 | $1K | Sell |
5
-3
| -38% | -$862 | ﹤0.01% | 1230 |
|
|
2019
Q4 | $2K | Buy |
8
+5
| +167% | +$1.58K | ﹤0.01% | 1134 |
|
|
2019
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1200 |
|
|
2018
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1196 |
|
|
2018
Q3 | $1K | Sell |
3
-23
| -88% | -$5.54K | ﹤0.01% | 1205 |
|
|
2018
Q2 | $6K | Buy |
26
+3
| +13% | +$715 | ﹤0.01% | 732 |
|
|
2018
Q1 | $6K | Hold |
23
| – | – | ﹤0.01% | 700 |
|
|
2017
Q4 | $6K | Hold |
23
| – | – | ﹤0.01% | 733 |
|
|
2017
Q3 | $6K | Hold |
23
| – | – | ﹤0.01% | 693 |
|
|
2017
Q2 | $6K | Hold |
23
| – | – | ﹤0.01% | 703 |
|
|
2017
Q1 | $5K | Hold |
23
| – | – | ﹤0.01% | 707 |
|
|
2016
Q4 | $5K | Hold |
23
| – | – | ﹤0.01% | 766 |
|
|
2016
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 726 |
|
|
2016
Q2 | $5K | Hold |
23
| – | – | ﹤0.01% | 712 |
|
|
2016
Q1 | $5K | Hold |
23
| – | – | ﹤0.01% | 708 |
|
|
2015
Q4 | $6K | Hold |
23
| – | – | ﹤0.01% | 673 |
|
|
2015
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 620 |
|
|
2015
Q2 | $5K | Hold |
23
| – | – | ﹤0.01% | 640 |
|
|
2015
Q1 | $5K | Hold |
23
| – | – | ﹤0.01% | 564 |
|
|
2014
Q4 | $5K | Hold |
23
| – | – | ﹤0.01% | 552 |
|
|
2014
Q3 | $4K | Buy |
+23
| New | +$4.34K | ﹤0.01% | 604 |
|
Other funds holding ESS
TCI Wealth Advisors's ESS Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Essex Property Trust (ESS) in Q2 2023, closing a stake of 2 shares — an estimated $419 sold.
TCI Wealth Advisors first reported a position in ESS in Q3 2014 and held it in 35 quarters. The position peaked at $6K in Q2 2018. 528 funds tracked by Wall St. Rank hold ESS as of Q2 2023.
- TCI Wealth Advisors reported no remaining Essex Property Trust position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 2 Essex Property Trust shares in Q2 2023, an estimated $419.
- TCI Wealth Advisors first reported a position in Essex Property Trust in Q3 2014 and held it in 35 quarters.
- TCI Wealth Advisors's Essex Property Trust position peaked at $6K in Q2 2018.
- 528 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.