Envestnet Asset Management
GWH icon

Envestnet Asset Management’s ESS Tech GWH Stock Holding History

Envestnet Asset 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
-4,978
Closed -$61.1K – 4262
2024
Q2 		$61.1K Sell
4,978
-50
-1% -$563 ﹤0.01% 4092
2024
Q1 		$54.6K Sell
5,028
-468
-9% -$6.38K ﹤0.01% 4102
2023
Q4 		$94K Buy
+5,496
New +$112K ﹤0.01% 3947

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GCP
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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

Envestnet Asset Management's GWH Position: Q3 2024 in Review

Envestnet Asset Management sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 4,978 shares — an estimated $61.1K sold.

Envestnet Asset Management first reported a position in GWH in Q4 2023 and held it in 3 quarters. The position peaked at $94K in Q4 2023. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

  • Envestnet Asset Management reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 4,978 ESS Tech shares in Q3 2024, an estimated $61.1K.
  • Envestnet Asset Management first reported a position in ESS Tech in Q4 2023 and held it in 3 quarters.
  • Envestnet Asset Management's ESS Tech position peaked at $94K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on Envestnet Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.