Commonwealth Equity Services
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Commonwealth Equity Services’s Energy Services of America ESOA Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-14,106
Closed -$101K – 4106
2024
Q2 		$101K Buy
14,106
+2,024
+17% +$14.7K ﹤0.01% 3812
2024
Q1 		$100K Buy
+12,082
New +$88.9K ﹤0.01% 3792

Other funds holding ESOA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services's ESOA Position: Q3 2024 in Review

Commonwealth Equity Services sold out of Energy Services of America (ESOA) in Q3 2024, closing a stake of 14,106 shares — an estimated $101K sold.

Commonwealth Equity Services first reported a position in ESOA in Q1 2024 and held it in 2 quarters. The position peaked at $101K in Q2 2024. 52 funds tracked by Wall St. Rank hold ESOA as of Q3 2024.

  • Commonwealth Equity Services reported no remaining Energy Services of America position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 14,106 Energy Services of America shares in Q3 2024, an estimated $101K.
  • Commonwealth Equity Services first reported a position in Energy Services of America in Q1 2024 and held it in 2 quarters.
  • Commonwealth Equity Services's Energy Services of America position peaked at $101K in Q2 2024.
  • 52 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.