Bank of Montreal
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Bank of Montreal’s ESS Tech GWH Stock Holding History

Bank of Montreal’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
2023
Q1 		– Sell
-1,142
Closed -$41.6K – 3946
2022
Q4 		$41.6K Buy
+1,142
New +$58.6K ﹤0.01% 3571
2022
Q3 		– Sell
-1,791
Closed -$84K – 4201
2022
Q2 		$84K Buy
+1,791
New +$126K ﹤0.01% 3497
2021
Q4 		– Sell
-80,156
Closed -$12M – 3640
2021
Q3 		$12M Sell
80,156
-31,933
-28% -$4.76M 0.01% 1185
2021
Q2 		$16.8M Buy
112,089
+98,600
+731% +$14.6M 0.01% 1001
2021
Q1 		$2.02M Buy
+13,489
New +$2.09M ﹤0.01% 1798

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of Montreal's GWH Position: Q1 2023 in Review

Bank of Montreal sold out of ESS Tech (GWH) in Q1 2023, closing a stake of 1,142 shares — an estimated $41.6K sold.

Bank of Montreal first reported a position in GWH in Q1 2021 and held it in 5 quarters. The position peaked at $16.8M in Q2 2021. 102 funds tracked by Wall St. Rank hold GWH as of Q1 2023.

  • Bank of Montreal reported no remaining ESS Tech position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 1,142 ESS Tech shares in Q1 2023, an estimated $41.6K.
  • Bank of Montreal first reported a position in ESS Tech in Q1 2021 and held it in 5 quarters.
  • Bank of Montreal's ESS Tech position peaked at $16.8M in Q2 2021.
  • 102 funds tracked by Wall St. Rank held ESS Tech as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.