Fortitude Advisory Group’s ESS Tech GWH Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-67	Closed	-$6K	–	634
2022 Q1	$6K	Hold	67	–	–	﹤0.01%	1130
2021 Q4	$11K	Buy	+67	New	+$14.8K	0.01%	998

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

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

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

KIM LLC Wichita, Kansas $976M AUM 0.91% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Fortitude Advisory Group's GWH Position: Q2 2022 in Review

Fortitude Advisory Group sold out of ESS Tech (GWH) in Q2 2022, closing a stake of 67 shares — an estimated $6K sold.

Fortitude Advisory Group first reported a position in GWH in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q4 2021. 97 funds tracked by Wall St. Rank hold GWH as of Q2 2022.

Fortitude Advisory Group reported no remaining ESS Tech position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 67 ESS Tech shares in Q2 2022, an estimated $6K.
Fortitude Advisory Group first reported a position in ESS Tech in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's ESS Tech position peaked at $11K in Q4 2021.
97 funds tracked by Wall St. Rank held ESS Tech as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.