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

Avantax 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
2020
Q4 		– Sell
-1,200
Closed -$91K – 1216
2020
Q3 		$91K Buy
+1,200
New +$65.3K ﹤0.01% 1309

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BlackRock
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's OESX Position: Q4 2020 in Review

Avantax Advisory Services sold out of Orion Energy Systems (OESX) in Q4 2020, closing a stake of 1,200 shares — an estimated $91K sold.

Avantax Advisory Services first reported a position in OESX in Q3 2020 and held it in 1 quarter. The position peaked at $91K in Q3 2020. 82 funds tracked by Wall St. Rank hold OESX as of Q4 2020.

  • Avantax Advisory Services reported no remaining Orion Energy Systems position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 1,200 Orion Energy Systems shares in Q4 2020, an estimated $91K.
  • Avantax Advisory Services first reported a position in Orion Energy Systems in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Orion Energy Systems position peaked at $91K in Q3 2020.
  • 82 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.