CIBC Private Wealth Group
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CIBC Private Wealth Group’s Orion Energy Systems OESX Stock Holding History

CIBC Private Wealth Group’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
2024
Q4 		– Sell
-10,000
Closed -$85.7K – 3124
2024
Q3 		$85.7K Buy
+10,000
New +$94.9K ﹤0.01% 1555

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Renaissance Technologies
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Private Wealth Group's OESX Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Orion Energy Systems (OESX) in Q4 2024, closing a stake of 10,000 shares — an estimated $85.7K sold.

CIBC Private Wealth Group first reported a position in OESX in Q3 2024 and held it in 1 quarter. The position peaked at $85.7K in Q3 2024. 41 funds tracked by Wall St. Rank hold OESX as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Orion Energy Systems position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 10,000 Orion Energy Systems shares in Q4 2024, an estimated $85.7K.
  • CIBC Private Wealth Group first reported a position in Orion Energy Systems in Q3 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's Orion Energy Systems position peaked at $85.7K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.