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

Annex Advisory Services’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
2021
Q3 		– Sell
-1,625
Closed -$95K – 221
2021
Q2 		$95K Buy
+1,625
New +$98.6K 0.01% 216

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HA
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annex Advisory Services's OESX Position: Q3 2021 in Review

Annex Advisory Services sold out of Orion Energy Systems (OESX) in Q3 2021, closing a stake of 1,625 shares — an estimated $95K sold.

Annex Advisory Services first reported a position in OESX in Q2 2021 and held it in 1 quarter. The position peaked at $95K in Q2 2021. 69 funds tracked by Wall St. Rank hold OESX as of Q3 2021.

  • Annex Advisory Services reported no remaining Orion Energy Systems position as of Q3 2021 after selling out during the quarter.
  • Annex Advisory Services sold 1,625 Orion Energy Systems shares in Q3 2021, an estimated $95K.
  • Annex Advisory Services first reported a position in Orion Energy Systems in Q2 2021 and held it in 1 quarter.
  • Annex Advisory Services's Orion Energy Systems position peaked at $95K in Q2 2021.
  • 69 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2021.

Based on Annex Advisory Services's 13F filing for Q3 2021, filed 18 Oct 2021.