The Family Firm’s ESS Tech GWH Stock Holding History

The Family Firm’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 Q3	–	Sell	-11	Closed	-$138	–	468
2024 Q2	$138	Buy	+11	New	+$124	﹤0.01%	881

Other funds holding GWH

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

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

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

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

GAA

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return

The Family Firm's GWH Position: Q3 2024 in Review

The Family Firm sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 11 shares — an estimated $138 sold.

The Family Firm first reported a position in GWH in Q2 2024 and held it in 1 quarter. The position peaked at $138 in Q2 2024. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

The Family Firm reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 11 ESS Tech shares in Q3 2024, an estimated $138.
The Family Firm first reported a position in ESS Tech in Q2 2024 and held it in 1 quarter.
The Family Firm's ESS Tech position peaked at $138 in Q2 2024.
50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.