Total Clarity Wealth Management’s Essex Property Trust ESS Stock Holding History

Total Clarity 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	-9	Closed	-$2K	–	438
2022 Q2	$2K	Buy	+9	New	+$2.72K	﹤0.01%	921
2022 Q1	–	Sell	-128	Closed	-$45K	–	407
2021 Q4	$45K	Buy	+128	New	+$43.6K	0.02%	426

Other funds holding ESS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Total Clarity Wealth Management's ESS Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Essex Property Trust (ESS) in Q3 2022, closing a stake of 9 shares — an estimated $2K sold.

Total Clarity Wealth Management first reported a position in ESS in Q4 2021 and held it in 2 quarters. The position peaked at $45K in Q4 2021. 525 funds tracked by Wall St. Rank hold ESS as of Q3 2022.

Total Clarity Wealth Management reported no remaining Essex Property Trust position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 9 Essex Property Trust shares in Q3 2022, an estimated $2K.
Total Clarity Wealth Management first reported a position in Essex Property Trust in Q4 2021 and held it in 2 quarters.
Total Clarity Wealth Management's Essex Property Trust position peaked at $45K in Q4 2021.
525 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.