Simplicity Solutions’s ESS Tech GWH Stock Holding History

Simplicity Solutions’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
2023 Q3	–	Sell	-721	Closed	-$15.9K	–	1039
2023 Q2	$15.9K	Buy	+721	New	+$13K	﹤0.01%	1049

Other funds holding GWH

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Simplicity Solutions's GWH Position: Q3 2023 in Review

Simplicity Solutions sold out of ESS Tech (GWH) in Q3 2023, closing a stake of 721 shares — an estimated $15.9K sold.

Simplicity Solutions first reported a position in GWH in Q2 2023 and held it in 1 quarter. The position peaked at $15.9K in Q2 2023. 100 funds tracked by Wall St. Rank hold GWH as of Q3 2023.

Simplicity Solutions reported no remaining ESS Tech position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 721 ESS Tech shares in Q3 2023, an estimated $15.9K.
Simplicity Solutions first reported a position in ESS Tech in Q2 2023 and held it in 1 quarter.
Simplicity Solutions's ESS Tech position peaked at $15.9K in Q2 2023.
100 funds tracked by Wall St. Rank held ESS Tech as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.