IFP Advisors’s ESS Tech GWH Stock Holding History

IFP 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
2025 Q1	–	Sell	-33	Closed	-$194	–	4449
2024 Q4	$194	Sell	33 -500	-94%	-$3.33K	﹤0.01%	3765
2024 Q3	$484	Buy	533 +500	+1,515%	+$4.53K	﹤0.01%	3155
2024 Q2	$409	Buy	+33	New	+$372	﹤0.01%	3105

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

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

LNWTC

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP Advisors's GWH Position: Q1 2025 in Review

IFP Advisors sold out of ESS Tech (GWH) in Q1 2025, closing a stake of 33 shares — an estimated $194 sold.

IFP Advisors first reported a position in GWH in Q2 2024 and held it in 3 quarters. The position peaked at $484 in Q3 2024. 45 funds tracked by Wall St. Rank hold GWH as of Q1 2025.

IFP Advisors reported no remaining ESS Tech position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 33 ESS Tech shares in Q1 2025, an estimated $194.
IFP Advisors first reported a position in ESS Tech in Q2 2024 and held it in 3 quarters.
IFP Advisors's ESS Tech position peaked at $484 in Q3 2024.
45 funds tracked by Wall St. Rank held ESS Tech as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.