VitalStone Financial’s ESS Tech GWH Stock Holding History

VitalStone Financial’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	$57	Hold	9	–	–	﹤0.01%	484
2024 Q2	$110	Hold	9	–	–	﹤0.01%	470
2024 Q1	$0	Sell	9 -5	-36%	-$68	﹤0.01%	522
2023 Q4	$0	Sell	14 -4	-22%	-$81	﹤0.01%	521
2023 Q3	$0	Buy	18 +5	+38%	+$122	﹤0.01%	511
2023 Q2	$0	Sell	13 -14	-52%	-$253	﹤0.01%	954
2023 Q1	$12K	Buy	27 +9	+50%	+$251	0.01%	199
2022 Q4	$0	Buy	+18	New	+$923	﹤0.01%	542

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

VitalStone Financial's GWH Position: Q3 2024 in Review

VitalStone Financial held its ESS Tech (GWH) position steady in Q3 2024 at 9 shares worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #484.

VitalStone Financial first reported a position in GWH in Q4 2022 and has held it in 8 quarters since. The position peaked at $12K in Q1 2023. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

VitalStone Financial held 9 shares of ESS Tech worth $57 as of Q3 2024.
VitalStone Financial left its ESS Tech share count unchanged in Q3 2024.
ESS Tech made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #484 holding.
VitalStone Financial first reported a position in ESS Tech in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's ESS Tech position peaked at $12K in Q1 2023.
50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.