HNWAG
GWH

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

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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.