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Henrickson Nauta Wealth Advisors’s ESS Tech GWH Stock Holding History

Henrickson Nauta Wealth Advisors’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
Q1 		– Sell
-33
Closed -$3K – 123
2021
Q4 		$3K Buy
+33
New +$7.29K ﹤0.01% 216

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's GWH Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of ESS Tech (GWH) in Q1 2022, closing a stake of 33 shares — an estimated $3K sold.

Henrickson Nauta Wealth Advisors first reported a position in GWH in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 75 funds tracked by Wall St. Rank hold GWH as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining ESS Tech position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 33 ESS Tech shares in Q1 2022, an estimated $3K.
  • Henrickson Nauta Wealth Advisors first reported a position in ESS Tech in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's ESS Tech position peaked at $3K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held ESS Tech as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.