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Advisory Services Network’s Orion Energy Systems OESX Stock Holding History

Advisory Services Network’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
Q2 		– Sell
-92
Closed -$1.86K – 2915
2023
Q1 		$1.86K Hold
92
– – ﹤0.01% 3451
2022
Q4 		$1.67K Buy
+92
New +$1.71K ﹤0.01% 3494

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
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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 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

Advisory Services Network's OESX Position: Q2 2023 in Review

Advisory Services Network sold out of Orion Energy Systems (OESX) in Q2 2023, closing a stake of 92 shares — an estimated $1.86K sold.

Advisory Services Network first reported a position in OESX in Q4 2022 and held it in 2 quarters. The position peaked at $1.86K in Q1 2023. 57 funds tracked by Wall St. Rank hold OESX as of Q2 2023.

  • Advisory Services Network reported no remaining Orion Energy Systems position as of Q2 2023 after selling out during the quarter.
  • Advisory Services Network sold 92 Orion Energy Systems shares in Q2 2023, an estimated $1.86K.
  • Advisory Services Network first reported a position in Orion Energy Systems in Q4 2022 and held it in 2 quarters.
  • Advisory Services Network's Orion Energy Systems position peaked at $1.86K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.