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TCI Wealth Advisors’s ESS Tech GWH Stock Holding History

TCI Wealth Advisors’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
Q1 		– Sell
-4
Closed -$146 – 2565
2022
Q4 		$146 Hold
4
– – ﹤0.01% 2371
2022
Q3 		$0 Hold
4
– – ﹤0.01% 2383
2022
Q2 		$0 Hold
4
– – ﹤0.01% 2374
2022
Q1 		$0 Hold
4
– – ﹤0.01% 2308
2021
Q4 		$1K Buy
+4
New +$884 ﹤0.01% 2198

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TCI Wealth Advisors's GWH Position: Q1 2023 in Review

TCI Wealth Advisors sold out of ESS Tech (GWH) in Q1 2023, closing a stake of 4 shares — an estimated $146 sold.

TCI Wealth Advisors first reported a position in GWH in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 102 funds tracked by Wall St. Rank hold GWH as of Q1 2023.

  • TCI Wealth Advisors reported no remaining ESS Tech position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 4 ESS Tech shares in Q1 2023, an estimated $146.
  • TCI Wealth Advisors first reported a position in ESS Tech in Q4 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's ESS Tech position peaked at $1K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held ESS Tech as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.