Belpointe Asset Management’s Orion Energy Systems OESX Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-60	Closed	-$1.22K	–	2430
2023 Q1	$1.22K	Hold	60	–	–	﹤0.01%	3436
2022 Q4	$1.09K	Buy	+60	New	+$1.11K	﹤0.01%	3421

Other funds holding OESX

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

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 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

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Belpointe Asset Management's OESX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Orion Energy Systems (OESX) in Q2 2023, closing a stake of 60 shares — an estimated $1.22K sold.

Belpointe Asset Management first reported a position in OESX in Q4 2022 and held it in 2 quarters. The position peaked at $1.22K in Q1 2023. 57 funds tracked by Wall St. Rank hold OESX as of Q2 2023.

Belpointe Asset Management reported no remaining Orion Energy Systems position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 60 Orion Energy Systems shares in Q2 2023, an estimated $1.22K.
Belpointe Asset Management first reported a position in Orion Energy Systems in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Orion Energy Systems position peaked at $1.22K in Q1 2023.
57 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.