CarsonAllaria Wealth Management’s Orion Energy Systems OESX Stock Holding History

CarsonAllaria Wealth 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 Q3	–	Sell	-68	Closed	-$1.1K	–	393
2023 Q2	$1.1K	Sell	68 -119	-64%	-$1.94K	﹤0.01%	348
2023 Q1	$3.79K	Hold	187	–	–	﹤0.01%	272
2022 Q4	$3K	Hold	187	–	–	﹤0.01%	269
2022 Q3	$3K	Hold	187	–	–	﹤0.01%	266
2022 Q2	$4K	Hold	187	–	–	﹤0.01%	250
2022 Q1	$5K	Hold	187	–	–	﹤0.01%	249
2021 Q4	$7K	Buy	+187	New	+$7.23K	0.01%	239

Other funds holding OESX

NSIM

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

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

CarsonAllaria Wealth Management's OESX Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Orion Energy Systems (OESX) in Q3 2023, closing a stake of 68 shares — an estimated $1.1K sold.

CarsonAllaria Wealth Management first reported a position in OESX in Q4 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 52 funds tracked by Wall St. Rank hold OESX as of Q3 2023.

CarsonAllaria Wealth Management reported no remaining Orion Energy Systems position as of Q3 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 68 Orion Energy Systems shares in Q3 2023, an estimated $1.1K.
CarsonAllaria Wealth Management first reported a position in Orion Energy Systems in Q4 2021 and held it in 7 quarters.
CarsonAllaria Wealth Management's Orion Energy Systems position peaked at $7K in Q4 2021.
52 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.