Western Wealth Management’s ESS Tech GWH Stock Holding History

Western Wealth Management’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	-667	Closed	-$8.18K	–	754
2024 Q2	$8.18K	Hold	667	–	–	﹤0.01%	652
2024 Q1	$7.23K	Hold	667	–	–	﹤0.01%	644
2023 Q4	$11.4K	Hold	667	–	–	﹤0.01%	691
2023 Q3	$18.8K	Hold	667	–	–	﹤0.01%	648
2023 Q2	$14.7K	Hold	667	–	–	﹤0.01%	642
2023 Q1	$13.9K	Buy	+667	New	+$18.6K	﹤0.01%	638

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

Western Wealth Management's GWH Position: Q3 2024 in Review

Western Wealth Management sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 667 shares — an estimated $8.18K sold.

Western Wealth Management first reported a position in GWH in Q1 2023 and held it in 6 quarters. The position peaked at $18.8K in Q3 2023. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

Western Wealth Management reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
Western Wealth Management sold 667 ESS Tech shares in Q3 2024, an estimated $8.18K.
Western Wealth Management first reported a position in ESS Tech in Q1 2023 and held it in 6 quarters.
Western Wealth Management's ESS Tech position peaked at $18.8K in Q3 2023.
50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on Western Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.