RJFSA
GWH

Raymond James Financial Services Advisors’s ESS Tech GWH Stock Holding History

Raymond James Financial Services 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
2024
Q1 		– Sell
-748
Closed -$12.8K – 3426
2023
Q4 		$12.8K Hold
748
– – ﹤0.01% 3256
2023
Q3 		$21.1K Buy
+748
New +$18.2K ﹤0.01% 3191
2022
Q4 		– Sell
-738
Closed -$45K – 3317
2022
Q3 		$45K Buy
+738
New +$43.7K ﹤0.01% 3100

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return

Raymond James Financial Services Advisors's GWH Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of ESS Tech (GWH) in Q1 2024, closing a stake of 748 shares — an estimated $12.8K sold.

Raymond James Financial Services Advisors first reported a position in GWH in Q3 2022 and held it in 3 quarters. The position peaked at $45K in Q3 2022. 102 funds tracked by Wall St. Rank hold GWH as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining ESS Tech position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 748 ESS Tech shares in Q1 2024, an estimated $12.8K.
  • Raymond James Financial Services Advisors first reported a position in ESS Tech in Q3 2022 and held it in 3 quarters.
  • Raymond James Financial Services Advisors's ESS Tech position peaked at $45K in Q3 2022.
  • 102 funds tracked by Wall St. Rank held ESS Tech as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.