Glassman Wealth Services’s ESS Tech GWH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-10
Closed -$1K 1972
2022
Q3
$1K Buy
+10
New +$592 ﹤0.01% 1412

Other funds holding GWH

Glassman Wealth Services's GWH Position: Q4 2022 in Review

Glassman Wealth Services sold out of ESS Tech (GWH) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in GWH in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 107 funds tracked by Wall St. Rank hold GWH as of Q4 2022.

  • Glassman Wealth Services reported no remaining ESS Tech position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 10 ESS Tech shares in Q4 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in ESS Tech in Q3 2022 and held it in 1 quarter.
  • Glassman Wealth Services's ESS Tech position peaked at $1K in Q3 2022.
  • 107 funds tracked by Wall St. Rank held ESS Tech as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.