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Sargent Bickham Lagudis’s ESS Tech GWH Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$2.43K Hold
67
– – ﹤0.01% 886
2022
Q3 		$4K Buy
+67
New +$3.97K ﹤0.01% 802

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sargent Bickham Lagudis's GWH Position: Q4 2022 in Review

Sargent Bickham Lagudis held its ESS Tech (GWH) position steady in Q4 2022 at 67 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Sargent Bickham Lagudis first reported a position in GWH in Q3 2022 and has held it in 2 quarters since. The position peaked at $4K in Q3 2022. 107 funds tracked by Wall St. Rank hold GWH as of Q4 2022.

  • Sargent Bickham Lagudis held 67 shares of ESS Tech worth $2.43K as of Q4 2022.
  • Sargent Bickham Lagudis left its ESS Tech share count unchanged in Q4 2022.
  • ESS Tech made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #886 holding.
  • Sargent Bickham Lagudis first reported a position in ESS Tech in Q3 2022 and has held it in 2 quarters since.
  • Sargent Bickham Lagudis's ESS Tech position peaked at $4K in Q3 2022.
  • 107 funds tracked by Wall St. Rank held ESS Tech as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.