HighTower Advisors’s ESS Tech GWH Stock Holding History

HighTower 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
2024 Q3	–	Sell	-9,248	Closed	-$113K	–	3840
2024 Q2	$113K	Hold	9,248	–	–	﹤0.01%	3175
2024 Q1	$100K	Buy	9,248 +14	+0.2%	+$191	﹤0.01%	3151
2023 Q4	$157K	Sell	9,234 -14	-0.2%	-$284	﹤0.01%	3078
2023 Q3	$261K	Buy	9,248 +9	+0.1%	+$219	﹤0.01%	2705
2023 Q2	$203K	Hold	9,239	–	–	﹤0.01%	2857
2023 Q1	$192K	Buy	9,239 +8	+0.1%	+$223	﹤0.01%	2777
2022 Q4	$335K	Buy	+9,231	New	+$473K	﹤0.01%	2386

Other funds holding GWH

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return

HighTower Advisors's GWH Position: Q3 2024 in Review

HighTower Advisors sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 9,248 shares — an estimated $113K sold.

HighTower Advisors first reported a position in GWH in Q4 2022 and held it in 7 quarters. The position peaked at $335K in Q4 2022. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

HighTower Advisors reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
HighTower Advisors sold 9,248 ESS Tech shares in Q3 2024, an estimated $113K.
HighTower Advisors first reported a position in ESS Tech in Q4 2022 and held it in 7 quarters.
HighTower Advisors's ESS Tech position peaked at $335K in Q4 2022.
50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.