RSWM
GWH icon

Robertson Stephens Wealth Management’s ESS Tech GWH Stock Holding History

Robertson Stephens Wealth 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
2024
Q3 		– Sell
-691
Closed -$8.47K – 624
2024
Q2 		$8.47K Buy
+691
New +$7.78K ﹤0.01% 491

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

Robertson Stephens Wealth Management's GWH Position: Q3 2024 in Review

Robertson Stephens Wealth Management sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 691 shares — an estimated $8.47K sold.

Robertson Stephens Wealth Management first reported a position in GWH in Q2 2024 and held it in 1 quarter. The position peaked at $8.47K in Q2 2024. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

  • Robertson Stephens Wealth Management reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 691 ESS Tech shares in Q3 2024, an estimated $8.47K.
  • Robertson Stephens Wealth Management first reported a position in ESS Tech in Q2 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's ESS Tech position peaked at $8.47K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.