Ellevest Inc’s ESS Tech GWH Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-6	Closed	-$131	–	877
2023 Q1	$131	Buy	+6	New	+$167	﹤0.01%	1796

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Ellevest Inc's GWH Position: Q2 2023 in Review

Ellevest Inc sold out of ESS Tech (GWH) in Q2 2023, closing a stake of 6 shares — an estimated $131 sold.

Ellevest Inc first reported a position in GWH in Q1 2023 and held it in 1 quarter. The position peaked at $131 in Q1 2023. 90 funds tracked by Wall St. Rank hold GWH as of Q2 2023.

Ellevest Inc reported no remaining ESS Tech position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 6 ESS Tech shares in Q2 2023, an estimated $131.
Ellevest Inc first reported a position in ESS Tech in Q1 2023 and held it in 1 quarter.
Ellevest Inc's ESS Tech position peaked at $131 in Q1 2023.
90 funds tracked by Wall St. Rank held ESS Tech as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.