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Dakota Wealth Management’s ESS Tech GWH Stock Holding History

Dakota Wealth Management’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
-1,418
Closed -$17.4K – 746
2024
Q2 		$17.4K Hold
1,418
– – ﹤0.01% 715
2024
Q1 		$15.4K Buy
+1,418
New +$19.3K ﹤0.01% 718

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Dakota Wealth Management's GWH Position: Q3 2024 in Review

Dakota Wealth Management sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 1,418 shares — an estimated $17.4K sold.

Dakota Wealth Management first reported a position in GWH in Q1 2024 and held it in 2 quarters. The position peaked at $17.4K in Q2 2024. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

  • Dakota Wealth Management reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 1,418 ESS Tech shares in Q3 2024, an estimated $17.4K.
  • Dakota Wealth Management first reported a position in ESS Tech in Q1 2024 and held it in 2 quarters.
  • Dakota Wealth Management's ESS Tech position peaked at $17.4K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on Dakota Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.