Cetera Advisor Networks’s ESS Tech GWH Stock Holding History

Cetera Advisor Networks’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 Q1	–	Sell	-690	Closed	-$11.8K	–	2854
2023 Q4	$11.8K	Sell	690 -92	-12%	-$1.87K	﹤0.01%	2756
2023 Q3	$22K	Sell	782 -24	-3%	-$584	﹤0.01%	2665
2023 Q2	$17.8K	Hold	806	–	–	﹤0.01%	2560
2023 Q1	$16.8K	Buy	806 +34	+4%	+$947	﹤0.01%	2541
2022 Q4	$28.2K	Buy	772 +31	+4%	+$1.59K	﹤0.01%	2474
2022 Q3	$45K	Sell	741 -53	-7%	-$3.14K	﹤0.01%	2022
2022 Q2	$33K	Buy	+794	New	+$55.7K	﹤0.01%	2017

Other funds holding GWH

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LNWTC

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

Cetera Advisor Networks's GWH Position: Q1 2024 in Review

Cetera Advisor Networks sold out of ESS Tech (GWH) in Q1 2024, closing a stake of 690 shares — an estimated $11.8K sold.

Cetera Advisor Networks first reported a position in GWH in Q2 2022 and held it in 7 quarters. The position peaked at $45K in Q3 2022. 103 funds tracked by Wall St. Rank hold GWH as of Q1 2024.

Cetera Advisor Networks reported no remaining ESS Tech position as of Q1 2024 after selling out during the quarter.
Cetera Advisor Networks sold 690 ESS Tech shares in Q1 2024, an estimated $11.8K.
Cetera Advisor Networks first reported a position in ESS Tech in Q2 2022 and held it in 7 quarters.
Cetera Advisor Networks's ESS Tech position peaked at $45K in Q3 2022.
103 funds tracked by Wall St. Rank held ESS Tech as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.