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High Net Worth Advisory Group’s ESS Tech GWH Stock Holding History

High Net Worth 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
Q3 		– Sell
-13
Closed -$1K – 697
2022
Q2 		$1K Hold
13
– – ﹤0.01% 653
2022
Q1 		$1K Hold
13
– – ﹤0.01% 661
2021
Q4 		$2K Buy
+13
New +$2.87K ﹤0.01% 650

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Vanguard Group
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

High Net Worth Advisory Group's GWH Position: Q3 2022 in Review

High Net Worth Advisory Group sold out of ESS Tech (GWH) in Q3 2022, closing a stake of 13 shares — an estimated $1K sold.

High Net Worth Advisory Group first reported a position in GWH in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 94 funds tracked by Wall St. Rank hold GWH as of Q3 2022.

  • High Net Worth Advisory Group reported no remaining ESS Tech position as of Q3 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 13 ESS Tech shares in Q3 2022, an estimated $1K.
  • High Net Worth Advisory Group first reported a position in ESS Tech in Q4 2021 and held it in 3 quarters.
  • High Net Worth Advisory Group's ESS Tech position peaked at $2K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held ESS Tech as of Q3 2022.

Based on High Net Worth Advisory Group's 13F filing for Q3 2022, filed 24 Oct 2022.