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Pathstone Family Office’s ESS Tech GWH Stock Holding History

Pathstone Family Office’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
2023
Q3 		$74.6K Buy
+2,644
New +$64.3K ﹤0.01% 1607

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Pathstone Family Office's GWH Position: Q3 2023 in Review

Pathstone Family Office opened a new position in ESS Tech (GWH) in Q3 2023: 2,644 shares worth $74.6K. The stake represents ﹤0.01% of the portfolio and ranks #1607 among its holdings.

100 funds tracked by Wall St. Rank hold GWH as of Q3 2023.

  • Pathstone Family Office held 2,644 shares of ESS Tech worth $74.6K as of Q3 2023.
  • ESS Tech was a new Pathstone Family Office position in Q3 2023.
  • ESS Tech made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1607 holding.
  • 100 funds tracked by Wall St. Rank held ESS Tech as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.