BDO Wealth Advisors’s Orion Energy Systems OESX Stock Holding History

BDO Wealth Advisors’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	$911K	Hold	55,872	–	–	0.1%	142
2023 Q1	$1.13M	Hold	55,872	–	–	0.14%	121
2022 Q4	$1.02M	Hold	55,872	–	–	0.13%	131
2022 Q3	$872K	Buy	+55,872	New	+$990K	0.12%	132
2022 Q2	–	Sell	-55,872	Closed	-$1.56M	–	1094
2022 Q1	$1.56M	Hold	55,872	–	–	0.17%	106
2021 Q4	$2.02M	Hold	55,872	–	–	0.21%	83
2021 Q3	$2.17M	Hold	55,872	–	–	0.24%	75
2021 Q2	$3.2M	Hold	55,872	–	–	0.35%	52
2021 Q1	$3.89M	Buy	+55,872	New	+$5.21M	0.46%	42

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BDO Wealth Advisors's OESX Position: Q2 2023 in Review

BDO Wealth Advisors held its Orion Energy Systems (OESX) position steady in Q2 2023 at 55,872 shares worth $911K. The position accounts for 0.1% of the portfolio, ranked #142.

BDO Wealth Advisors first reported a position in OESX in Q1 2021 and has held it in 9 quarters since. The position peaked at $3.89M in Q1 2021. 57 funds tracked by Wall St. Rank hold OESX as of Q2 2023.

BDO Wealth Advisors held 55,872 shares of Orion Energy Systems worth $911K as of Q2 2023.
BDO Wealth Advisors left its Orion Energy Systems share count unchanged in Q2 2023.
Orion Energy Systems made up 0.1% of BDO Wealth Advisors's portfolio in Q2 2023, its #142 holding.
BDO Wealth Advisors first reported a position in Orion Energy Systems in Q1 2021 and has held it in 9 quarters since.
BDO Wealth Advisors's Orion Energy Systems position peaked at $3.89M in Q1 2021.
57 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.