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Bleakley Financial Group’s ESS Tech GWH Stock Holding History

Bleakley Financial Group’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
Q2 		– Sell
-973
Closed -$10.6K – 1038
2024
Q1 		$10.6K Buy
+973
New +$13.3K ﹤0.01% 994
2023
Q3 		– Sell
-721
Closed -$15.9K – 916
2023
Q2 		$15.9K Buy
+721
New +$13K ﹤0.01% 919

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Vanguard Group
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bleakley Financial Group's GWH Position: Q2 2024 in Review

Bleakley Financial Group sold out of ESS Tech (GWH) in Q2 2024, closing a stake of 973 shares — an estimated $10.6K sold.

Bleakley Financial Group first reported a position in GWH in Q2 2023 and held it in 2 quarters. The position peaked at $15.9K in Q2 2023. 103 funds tracked by Wall St. Rank hold GWH as of Q2 2024.

  • Bleakley Financial Group reported no remaining ESS Tech position as of Q2 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 973 ESS Tech shares in Q2 2024, an estimated $10.6K.
  • Bleakley Financial Group first reported a position in ESS Tech in Q2 2023 and held it in 2 quarters.
  • Bleakley Financial Group's ESS Tech position peaked at $15.9K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held ESS Tech as of Q2 2024.

Based on Bleakley Financial Group's 13F filing for Q2 2024, filed 12 Aug 2024.