Principal Financial Group
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Principal Financial Group’s ESS Tech GWH Stock Holding History

Principal 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
Q1 		– Sell
-777
Closed -$13.3K – 2453
2023
Q4 		$13.3K Hold
777
– – ﹤0.01% 2402
2023
Q3 		$21.9K Buy
+777
New +$18.9K ﹤0.01% 2412
2022
Q4 		– Sell
-762
Closed -$47K – 2481
2022
Q3 		$47K Sell
762
-21
-3% -$1.24K ﹤0.01% 2411
2022
Q2 		$33K Buy
+783
New +$54.9K ﹤0.01% 2477

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return

Principal Financial Group's GWH Position: Q1 2024 in Review

Principal Financial Group sold out of ESS Tech (GWH) in Q1 2024, closing a stake of 777 shares — an estimated $13.3K sold.

Principal Financial Group first reported a position in GWH in Q2 2022 and held it in 4 quarters. The position peaked at $47K in Q3 2022. 103 funds tracked by Wall St. Rank hold GWH as of Q1 2024.

  • Principal Financial Group reported no remaining ESS Tech position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 777 ESS Tech shares in Q1 2024, an estimated $13.3K.
  • Principal Financial Group first reported a position in ESS Tech in Q2 2022 and held it in 4 quarters.
  • Principal Financial Group's ESS Tech position peaked at $47K in Q3 2022.
  • 103 funds tracked by Wall St. Rank held ESS Tech as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.