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Selective Wealth Management’s ESS Tech GWH Stock Holding History

Selective 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
2022
Q4 		– Sell
-33
Closed -$2K – 362
2022
Q3 		$2K Hold
33
– – ﹤0.01% 668
2022
Q2 		$1K Hold
33
– – ﹤0.01% 720
2022
Q1 		$3K Buy
33
+16
+94% +$1.43K ﹤0.01% 634
2021
Q4 		$3K Buy
+17
New +$3.75K ﹤0.01% 580

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

Selective Wealth Management's GWH Position: Q4 2022 in Review

Selective Wealth Management sold out of ESS Tech (GWH) in Q4 2022, closing a stake of 33 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in GWH in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 107 funds tracked by Wall St. Rank hold GWH as of Q4 2022.

  • Selective Wealth Management reported no remaining ESS Tech position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 33 ESS Tech shares in Q4 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in ESS Tech in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's ESS Tech position peaked at $3K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held ESS Tech as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.