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
2022
Q1 		– Sell
-3,133
Closed -$538K – 1196
2021
Q4 		$538K Buy
+3,133
New +$692K 0.03% 351

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GCP
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BlackRock
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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
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Jane Street
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GAA
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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.