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C2C Wealth Management’s ESS Tech GWH Stock Holding History

C2C Wealth Management’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
Q4 		– Sell
-1,692
Closed -$45.8K – 144
2023
Q3 		$45.8K Sell
1,692
-706
-29% -$17.2K 0.01% 228
2023
Q2 		$71K Hold
2,398
– – 0.01% 241
2023
Q1 		$43.3K Buy
+2,398
New +$66.8K 0.01% 230

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

C2C Wealth Management's GWH Position: Q4 2023 in Review

C2C Wealth Management sold out of ESS Tech (GWH) in Q4 2023, closing a stake of 1,692 shares — an estimated $45.8K sold.

C2C Wealth Management first reported a position in GWH in Q1 2023 and held it in 3 quarters. The position peaked at $71K in Q2 2023. 108 funds tracked by Wall St. Rank hold GWH as of Q4 2023.

  • C2C Wealth Management reported no remaining ESS Tech position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 1,692 ESS Tech shares in Q4 2023, an estimated $45.8K.
  • C2C Wealth Management first reported a position in ESS Tech in Q1 2023 and held it in 3 quarters.
  • C2C Wealth Management's ESS Tech position peaked at $71K in Q2 2023.
  • 108 funds tracked by Wall St. Rank held ESS Tech as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.