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Cetera Advisors’s ESS Tech GWH Stock Holding History

Cetera 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
2024
Q1 		– Sell
-739
Closed -$12.6K – 2448
2023
Q4 		$12.6K Buy
+739
New +$15K ﹤0.01% 1778

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
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 Advisors's GWH Position: Q1 2024 in Review

Cetera Advisors sold out of ESS Tech (GWH) in Q1 2024, closing a stake of 739 shares — an estimated $12.6K sold.

Cetera Advisors first reported a position in GWH in Q4 2023 and held it in 1 quarter. The position peaked at $12.6K in Q4 2023. 103 funds tracked by Wall St. Rank hold GWH as of Q1 2024.

  • Cetera Advisors reported no remaining ESS Tech position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisors sold 739 ESS Tech shares in Q1 2024, an estimated $12.6K.
  • Cetera Advisors first reported a position in ESS Tech in Q4 2023 and held it in 1 quarter.
  • Cetera Advisors's ESS Tech position peaked at $12.6K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held ESS Tech as of Q1 2024.

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