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Cypress Wealth Services’s ESS Tech GWH Stock Holding History

Cypress Wealth Services’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
-667
Closed -$8.18K – 289
2024
Q2 		$8.18K Hold
667
– – ﹤0.01% 259
2024
Q1 		$7.23K Hold
667
– – ﹤0.01% 260
2023
Q4 		$11.4K Hold
667
– – ﹤0.01% 244
2023
Q3 		$18.8K Buy
+667
New +$16.2K 0.01% 240

Other funds holding GWH

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Baird Financial Group
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Vanguard Group
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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

Cypress Wealth Services's GWH Position: Q3 2024 in Review

Cypress Wealth Services sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 667 shares — an estimated $8.18K sold.

Cypress Wealth Services first reported a position in GWH in Q3 2023 and held it in 4 quarters. The position peaked at $18.8K in Q3 2023. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

  • Cypress Wealth Services reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 667 ESS Tech shares in Q3 2024, an estimated $8.18K.
  • Cypress Wealth Services first reported a position in ESS Tech in Q3 2023 and held it in 4 quarters.
  • Cypress Wealth Services's ESS Tech position peaked at $18.8K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on Cypress Wealth Services's 13F filing for Q3 2024, filed 9 Oct 2024.