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D.A. Davidson & Co’s Energy Services of America ESOA Stock Holding History

D.A. Davidson & Co’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
-14,830
Closed -$106K – 1401
2024
Q2 		$106K Buy
+14,830
New +$108K ﹤0.01% 1324

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

D.A. Davidson & Co's ESOA Position: Q3 2024 in Review

D.A. Davidson & Co sold out of Energy Services of America (ESOA) in Q3 2024, closing a stake of 14,830 shares — an estimated $106K sold.

D.A. Davidson & Co first reported a position in ESOA in Q2 2024 and held it in 1 quarter. The position peaked at $106K in Q2 2024. 52 funds tracked by Wall St. Rank hold ESOA as of Q3 2024.

  • D.A. Davidson & Co reported no remaining Energy Services of America position as of Q3 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 14,830 Energy Services of America shares in Q3 2024, an estimated $106K.
  • D.A. Davidson & Co first reported a position in Energy Services of America in Q2 2024 and held it in 1 quarter.
  • D.A. Davidson & Co's Energy Services of America position peaked at $106K in Q2 2024.
  • 52 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2024.

Based on D.A. Davidson & Co's 13F filing for Q3 2024, filed 13 Nov 2024.