Ovata Capital Management’s ESS Tech GWH Stock Holding History

Ovata Capital 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 Q2	–	Sell	-82	Closed	-$7K	–	84
2022 Q1	$7K	Buy	+82	New	+$7.32K	﹤0.01%	118

Other funds holding GWH

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Ovata Capital Management's GWH Position: Q2 2022 in Review

Ovata Capital Management sold out of ESS Tech (GWH) in Q2 2022, closing a stake of 82 shares — an estimated $7K sold.

Ovata Capital Management first reported a position in GWH in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 97 funds tracked by Wall St. Rank hold GWH as of Q2 2022.

Ovata Capital Management reported no remaining ESS Tech position as of Q2 2022 after selling out during the quarter.
Ovata Capital Management sold 82 ESS Tech shares in Q2 2022, an estimated $7K.
Ovata Capital Management first reported a position in ESS Tech in Q1 2022 and held it in 1 quarter.
Ovata Capital Management's ESS Tech position peaked at $7K in Q1 2022.
97 funds tracked by Wall St. Rank held ESS Tech as of Q2 2022.

Based on Ovata Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.