Wescott Financial Advisory Group’s Empire State Realty Trust ESRT Stock Holding History

Wescott Financial Advisory Group’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
2023 Q4	–	Sell	-47,003	Closed	-$378K	–	165
2023 Q3	$378K	Sell	47,003 -44,362	-49%	-$370K	0.07%	113
2023 Q2	$684K	Hold	91,365	–	–	0.12%	83
2023 Q1	$593K	Sell	91,365 -15,638	-15%	-$115K	0.13%	81
2022 Q4	$721K	Hold	107,003	–	–	0.16%	76
2022 Q3	$702K	Sell	107,003 -45,000	-30%	-$334K	0.2%	67
2022 Q2	$1.07M	Hold	152,003	–	–	0.29%	51
2022 Q1	$1.49M	Hold	152,003	–	–	0.38%	44
2021 Q4	$1.35M	Hold	152,003	–	–	0.7%	18
2021 Q3	$1.52M	Hold	152,003	–	–	0.86%	17
2021 Q2	$1.8M	Hold	152,003	–	–	1.06%	15
2021 Q1	$1.69M	Hold	152,003	–	–	1.1%	11
2020 Q4	$1.42M	Buy	+152,003	New	+$1.2M	0.99%	12

Other funds holding ESRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return