CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s ESS Tech GWH Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q4 		– Sell
-2,340
Closed -$144K – 2113
2022
Q3 		$144K Buy
2,340
+87
+4% +$5.15K ﹤0.01% 1879
2022
Q2 		$95K Buy
+2,253
New +$158K ﹤0.01% 2232

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CAPTRUST Financial Advisors's GWH Position: Q4 2022 in Review

CAPTRUST Financial Advisors sold out of ESS Tech (GWH) in Q4 2022, closing a stake of 2,340 shares — an estimated $144K sold.

CAPTRUST Financial Advisors first reported a position in GWH in Q2 2022 and held it in 2 quarters. The position peaked at $144K in Q3 2022. 107 funds tracked by Wall St. Rank hold GWH as of Q4 2022.

  • CAPTRUST Financial Advisors reported no remaining ESS Tech position as of Q4 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,340 ESS Tech shares in Q4 2022, an estimated $144K.
  • CAPTRUST Financial Advisors first reported a position in ESS Tech in Q2 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's ESS Tech position peaked at $144K in Q3 2022.
  • 107 funds tracked by Wall St. Rank held ESS Tech as of Q4 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.