CFGS
GWH icon

Concourse Financial Group Securities’s ESS Tech GWH Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-7
Closed -$625 – 2281
2021
Q4 		$1K Buy
+7
New +$1.55K ﹤0.01% 2295

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's GWH Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of ESS Tech (GWH) in Q1 2022, closing a stake of 7 shares — an estimated $625 sold.

Concourse Financial Group Securities first reported a position in GWH in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 75 funds tracked by Wall St. Rank hold GWH as of Q1 2022.

  • Concourse Financial Group Securities reported no remaining ESS Tech position as of Q1 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7 ESS Tech shares in Q1 2022, an estimated $625.
  • Concourse Financial Group Securities first reported a position in ESS Tech in Q4 2021 and held it in 1 quarter.
  • Concourse Financial Group Securities's ESS Tech position peaked at $1K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held ESS Tech as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.