Cerity Partners’s ESS Tech GWH Stock Holding History

Cerity Partners’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 Q3	–	Sell	-4,748	Closed	-$58.2K	–	2569
2024 Q2	$58.2K	Buy	4,748 +6	+0.1%	+$68	﹤0.01%	2163
2024 Q1	$51.4K	Hold	4,742	–	–	﹤0.01%	2246
2023 Q4	$81.1K	Buy	+4,742	New	+$96.3K	﹤0.01%	1795
2023 Q3	–	Sell	-4,742	Closed	-$105K	–	1525
2023 Q2	$105K	Hold	4,742	–	–	﹤0.01%	1544
2023 Q1	$98.9K	Hold	4,742	–	–	﹤0.01%	1776
2022 Q4	$173K	Sell	4,742 -67	-1%	-$3.44K	﹤0.01%	1362
2022 Q3	$295K	Buy	+4,809	New	+$285K	﹤0.01%	897

Other funds holding GWH

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return

Cerity Partners's GWH Position: Q3 2024 in Review

Cerity Partners sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 4,748 shares — an estimated $58.2K sold.

Cerity Partners first reported a position in GWH in Q3 2022 and held it in 7 quarters. The position peaked at $295K in Q3 2022. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

Cerity Partners reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
Cerity Partners sold 4,748 ESS Tech shares in Q3 2024, an estimated $58.2K.
Cerity Partners first reported a position in ESS Tech in Q3 2022 and held it in 7 quarters.
Cerity Partners's ESS Tech position peaked at $295K in Q3 2022.
50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on Cerity Partners's 13F filing for Q3 2024, filed 12 Nov 2024.