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	-153	Closed	-$5.59K	–	3947
2022 Q4	$5.59K	Buy	+153	New	+$7.85K	﹤0.01%	3827

Other funds holding GWH

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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.