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Freedom Investment Management’s ESS Tech GWH Stock Holding History

Freedom Investment 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
-3,392
Closed -$41.6K – 793
2024
Q2 		$41.6K Buy
3,392
+598
+21% +$6.74K ﹤0.01% 756
2024
Q1 		$30.3K Sell
2,794
-705
-20% -$9.6K ﹤0.01% 780
2023
Q4 		$59.8K Buy
3,499
+2,656
+315% +$53.9K ﹤0.01% 734
2023
Q3 		$23.8K Buy
+843
New +$20.5K ﹤0.01% 665

Other funds holding GWH

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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
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

Freedom Investment Management's GWH Position: Q3 2024 in Review

Freedom Investment Management sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 3,392 shares — an estimated $41.6K sold.

Freedom Investment Management first reported a position in GWH in Q3 2023 and held it in 4 quarters. The position peaked at $59.8K in Q4 2023. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

  • Freedom Investment Management reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 3,392 ESS Tech shares in Q3 2024, an estimated $41.6K.
  • Freedom Investment Management first reported a position in ESS Tech in Q3 2023 and held it in 4 quarters.
  • Freedom Investment Management's ESS Tech position peaked at $59.8K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.