WealthShield Partners’s Essex Property Trust ESS Stock Holding History

WealthShield Partners’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
2021 Q3	–	Sell	-604	Closed	-$181K	–	378
2021 Q2	$181K	Buy	604 +39	+7%	+$11.5K	0.03%	274
2021 Q1	$99K	Buy	+565	New	+$147K	0.02%	342

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

WealthShield Partners's ESS Position: Q3 2021 in Review

WealthShield Partners sold out of Essex Property Trust (ESS) in Q3 2021, closing a stake of 604 shares — an estimated $181K sold.

WealthShield Partners first reported a position in ESS in Q1 2021 and held it in 2 quarters. The position peaked at $181K in Q2 2021. 523 funds tracked by Wall St. Rank hold ESS as of Q3 2021.

WealthShield Partners reported no remaining Essex Property Trust position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 604 Essex Property Trust shares in Q3 2021, an estimated $181K.
WealthShield Partners first reported a position in Essex Property Trust in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Essex Property Trust position peaked at $181K in Q2 2021.
523 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.