Simplicity Wealth’s ESS Tech GWH Stock Holding History

Simplicity Wealth’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 Q2	–	Sell	-973	Closed	-$10.6K	–	1270
2024 Q1	$10.6K	Buy	+973	New	+$13.3K	﹤0.01%	1175

Other funds holding GWH

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplicity Wealth's GWH Position: Q2 2024 in Review

Simplicity Wealth sold out of ESS Tech (GWH) in Q2 2024, closing a stake of 973 shares — an estimated $10.6K sold.

Simplicity Wealth first reported a position in GWH in Q1 2024 and held it in 1 quarter. The position peaked at $10.6K in Q1 2024. 103 funds tracked by Wall St. Rank hold GWH as of Q2 2024.

Simplicity Wealth reported no remaining ESS Tech position as of Q2 2024 after selling out during the quarter.
Simplicity Wealth sold 973 ESS Tech shares in Q2 2024, an estimated $10.6K.
Simplicity Wealth first reported a position in ESS Tech in Q1 2024 and held it in 1 quarter.
Simplicity Wealth's ESS Tech position peaked at $10.6K in Q1 2024.
103 funds tracked by Wall St. Rank held ESS Tech as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.