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Independent Financial Group’s ESS Tech GWH Stock Holding History

Independent Financial 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
2024
Q3 		– Sell
-2,000
Closed -$24.5K – 1156
2024
Q2 		$24.5K Buy
2,000
+333
+20% +$3.75K ﹤0.01% 1079
2024
Q1 		$18.1K Buy
1,667
+667
+67% +$9.09K ﹤0.01% 1011
2023
Q4 		$17.1K Sell
1,000
-161
-14% -$3.27K ﹤0.01% 944
2023
Q3 		$32.7K Buy
1,161
+161
+16% +$3.92K ﹤0.01% 887
2023
Q2 		$22.1K Buy
1,000
+333
+50% +$6.02K ﹤0.01% 869
2023
Q1 		$13.9K Buy
+667
New +$18.6K ﹤0.01% 833

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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

Independent Financial Group's GWH Position: Q3 2024 in Review

Independent Financial Group sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 2,000 shares — an estimated $24.5K sold.

Independent Financial Group first reported a position in GWH in Q1 2023 and held it in 6 quarters. The position peaked at $32.7K in Q3 2023. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

  • Independent Financial Group reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 2,000 ESS Tech shares in Q3 2024, an estimated $24.5K.
  • Independent Financial Group first reported a position in ESS Tech in Q1 2023 and held it in 6 quarters.
  • Independent Financial Group's ESS Tech position peaked at $32.7K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.