CW
ESOA icon

CreativeOne Wealth’s Energy Services of America ESOA Stock Holding History

CreativeOne Wealth’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
Q2 		– Sell
-13,250
Closed -$109K – 809
2024
Q1 		$109K Buy
+13,250
New +$97.5K ﹤0.01% 860

Other funds holding ESOA

TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CreativeOne Wealth's ESOA Position: Q2 2024 in Review

CreativeOne Wealth sold out of Energy Services of America (ESOA) in Q2 2024, closing a stake of 13,250 shares — an estimated $109K sold.

CreativeOne Wealth first reported a position in ESOA in Q1 2024 and held it in 1 quarter. The position peaked at $109K in Q1 2024. 39 funds tracked by Wall St. Rank hold ESOA as of Q2 2024.

  • CreativeOne Wealth reported no remaining Energy Services of America position as of Q2 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 13,250 Energy Services of America shares in Q2 2024, an estimated $109K.
  • CreativeOne Wealth first reported a position in Energy Services of America in Q1 2024 and held it in 1 quarter.
  • CreativeOne Wealth's Energy Services of America position peaked at $109K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2024.

Based on CreativeOne Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.