Cambridge Investment Research Advisors
ESOA icon

Cambridge Investment Research Advisors’s Energy Services of America ESOA Stock Holding History

Cambridge Investment Research Advisors’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20,239
Closed -$121K – 3333
2023
Q4 		$121K Hold
20,239
– – ﹤0.01% 3007
2023
Q3 		$82K Hold
20,239
– – ﹤0.01% 2989
2023
Q2 		$59K Hold
20,239
– – ﹤0.01% 3069
2023
Q1 		$46K Hold
20,239
– – ﹤0.01% 3044
2022
Q4 		$52K Sell
20,239
-32,881
-62% -$90.4K ﹤0.01% 2974
2022
Q3 		$152K Sell
53,120
-61,341
-54% -$161K ﹤0.01% 2778
2022
Q2 		$236K Buy
114,461
+44,591
+64% +$110K ﹤0.01% 2579
2022
Q1 		$201K Buy
+69,870
New +$222K ﹤0.01% 2872

Other funds holding ESOA

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Cambridge Investment Research Advisors's ESOA Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of Energy Services of America (ESOA) in Q1 2024, closing a stake of 20,239 shares — an estimated $121K sold.

Cambridge Investment Research Advisors first reported a position in ESOA in Q1 2022 and held it in 8 quarters. The position peaked at $236K in Q2 2022. 47 funds tracked by Wall St. Rank hold ESOA as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining Energy Services of America position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 20,239 Energy Services of America shares in Q1 2024, an estimated $121K.
  • Cambridge Investment Research Advisors first reported a position in Energy Services of America in Q1 2022 and held it in 8 quarters.
  • Cambridge Investment Research Advisors's Energy Services of America position peaked at $236K in Q2 2022.
  • 47 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.