Corient Private Wealth’s ESS Tech GWH Stock Holding History

Corient Private Wealth’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
2023 Q1	–	Sell	-733	Closed	-$26.7K	–	2029
2022 Q4	$26.7K	Buy	+733	New	+$37.6K	﹤0.01%	1662

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Corient Private Wealth's GWH Position: Q1 2023 in Review

Corient Private Wealth sold out of ESS Tech (GWH) in Q1 2023, closing a stake of 733 shares — an estimated $26.7K sold.

Corient Private Wealth first reported a position in GWH in Q4 2022 and held it in 1 quarter. The position peaked at $26.7K in Q4 2022. 102 funds tracked by Wall St. Rank hold GWH as of Q1 2023.

Corient Private Wealth reported no remaining ESS Tech position as of Q1 2023 after selling out during the quarter.
Corient Private Wealth sold 733 ESS Tech shares in Q1 2023, an estimated $26.7K.
Corient Private Wealth first reported a position in ESS Tech in Q4 2022 and held it in 1 quarter.
Corient Private Wealth's ESS Tech position peaked at $26.7K in Q4 2022.
102 funds tracked by Wall St. Rank held ESS Tech as of Q1 2023.

Based on Corient Private Wealth's 13F filing for Q1 2023, filed 15 May 2023.