SSG
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Summit Securities Group’s ESS Tech GWH Stock Holding History

Summit Securities Group’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
Q4 		– Sell
-6
Closed – – 748
2024
Q3 		$0 Buy
+6
New +$54 ﹤0.01% 696
2023
Q1 		– Sell
-320
Closed -$12K – 1016
2022
Q4 		$12K Buy
+320
New +$16.4K ﹤0.01% 1004
2022
Q2 		– Sell
-125
Closed -$10K – 1070
2022
Q1 		$10K Sell
125
-933
-88% -$83.3K ﹤0.01% 834
2021
Q4 		$182K Buy
+1,058
New +$234K 0.01% 618

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Summit Securities Group's GWH Position: Q4 2024 in Review

Summit Securities Group sold out of ESS Tech (GWH) in Q4 2024, closing a stake of 6 shares.

Summit Securities Group first reported a position in GWH in Q4 2021 and held it in 4 quarters. The position peaked at $182K in Q4 2021. 56 funds tracked by Wall St. Rank hold GWH as of Q4 2024.

  • Summit Securities Group reported no remaining ESS Tech position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 6 ESS Tech shares in Q4 2024.
  • Summit Securities Group first reported a position in ESS Tech in Q4 2021 and held it in 4 quarters.
  • Summit Securities Group's ESS Tech position peaked at $182K in Q4 2021.
  • 56 funds tracked by Wall St. Rank held ESS Tech as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.