AAS
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Avantax Advisory Services’s ESS Tech GWH Stock Holding History

Avantax Advisory Services’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,367
Closed -$29K – 2159
2024
Q2 		$29K Buy
+2,367
New +$26.7K ﹤0.01% 2050

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Millennium Management
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Geode Capital Management
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GAA
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LNWTC
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Avantax Advisory Services's GWH Position: Q3 2024 in Review

Avantax Advisory Services sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 2,367 shares — an estimated $29K sold.

Avantax Advisory Services first reported a position in GWH in Q2 2024 and held it in 1 quarter. The position peaked at $29K in Q2 2024. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

  • Avantax Advisory Services reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 2,367 ESS Tech shares in Q3 2024, an estimated $29K.
  • Avantax Advisory Services first reported a position in ESS Tech in Q2 2024 and held it in 1 quarter.
  • Avantax Advisory Services's ESS Tech position peaked at $29K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.