BCA
OESX icon

Berman Capital Advisors’s Orion Energy Systems OESX Stock Holding History

Berman Capital 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
2021
Q3 		– Sell
-17
Closed – – 2165
2021
Q2 		$0 Buy
+17
New +$1.03K ﹤0.01% 1995

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Berman Capital Advisors's OESX Position: Q3 2021 in Review

Berman Capital Advisors sold out of Orion Energy Systems (OESX) in Q3 2021, closing a stake of 17 shares.

Berman Capital Advisors first reported a position in OESX in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 69 funds tracked by Wall St. Rank hold OESX as of Q3 2021.

  • Berman Capital Advisors reported no remaining Orion Energy Systems position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 17 Orion Energy Systems shares in Q3 2021.
  • Berman Capital Advisors first reported a position in Orion Energy Systems in Q2 2021 and held it in 1 quarter.
  • Berman Capital Advisors's Orion Energy Systems position peaked at $0 in Q2 2021.
  • 69 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.