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Highland Private Wealth Management’s ESS Tech GWH Stock Holding History

Highland Private Wealth 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
2022
Q4 		– Sell
-9,141
Closed -$561K – 65
2022
Q3 		$561K Hold
9,141
– – 0.09% 84
2022
Q2 		$385K Hold
9,141
– – 0.06% 103
2022
Q1 		$764K Buy
+9,141
New +$816K 0.1% 70

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Highland Private Wealth Management's GWH Position: Q4 2022 in Review

Highland Private Wealth Management sold out of ESS Tech (GWH) in Q4 2022, closing a stake of 9,141 shares — an estimated $561K sold.

Highland Private Wealth Management first reported a position in GWH in Q1 2022 and held it in 3 quarters. The position peaked at $764K in Q1 2022. 107 funds tracked by Wall St. Rank hold GWH as of Q4 2022.

  • Highland Private Wealth Management reported no remaining ESS Tech position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 9,141 ESS Tech shares in Q4 2022, an estimated $561K.
  • Highland Private Wealth Management first reported a position in ESS Tech in Q1 2022 and held it in 3 quarters.
  • Highland Private Wealth Management's ESS Tech position peaked at $764K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held ESS Tech as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.