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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wescott Financial Advisory Group's ESRT Position: Q4 2023 in Review

Wescott Financial Advisory Group sold out of Empire State Realty Trust (ESRT) in Q4 2023, closing a stake of 47,003 shares — an estimated $378K sold.

Wescott Financial Advisory Group first reported a position in ESRT in Q4 2020 and held it in 12 quarters. The position peaked at $1.8M in Q2 2021. 210 funds tracked by Wall St. Rank hold ESRT as of Q4 2023.

Wescott Financial Advisory Group reported no remaining Empire State Realty Trust position as of Q4 2023 after selling out during the quarter.
Wescott Financial Advisory Group sold 47,003 Empire State Realty Trust shares in Q4 2023, an estimated $378K.
Wescott Financial Advisory Group first reported a position in Empire State Realty Trust in Q4 2020 and held it in 12 quarters.
Wescott Financial Advisory Group's Empire State Realty Trust position peaked at $1.8M in Q2 2021.
210 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q4 2023.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.