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Accurate Wealth Management’s Orion Energy Systems OESX Stock Holding History

Accurate Wealth Management’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13
Closed -$244 – 1021
2022
Q4 		$244 Buy
+13
New +$241 ﹤0.01% 1573

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Accurate Wealth Management's OESX Position: Q1 2023 in Review

Accurate Wealth Management sold out of Orion Energy Systems (OESX) in Q1 2023, closing a stake of 13 shares — an estimated $244 sold.

Accurate Wealth Management first reported a position in OESX in Q4 2022 and held it in 1 quarter. The position peaked at $244 in Q4 2022. 54 funds tracked by Wall St. Rank hold OESX as of Q1 2023.

  • Accurate Wealth Management reported no remaining Orion Energy Systems position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 13 Orion Energy Systems shares in Q1 2023, an estimated $244.
  • Accurate Wealth Management first reported a position in Orion Energy Systems in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Orion Energy Systems position peaked at $244 in Q4 2022.
  • 54 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.