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Game Plan Financial Advisors’s Orion Energy Systems OESX Stock Holding History

Game Plan Financial Advisors’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
Q1 		– Sell
-125
Closed -$1.08K – 448
2023
Q4 		$1.08K Buy
+125
New +$1.23K ﹤0.01% 367
2020
Q2 		– Sell
-1,880
Closed -$70K – 76
2020
Q1 		$70K Sell
1,880
-1,520
-45% -$66.6K 0.08% 78
2019
Q4 		$114K Buy
+3,400
New +$102K 0.11% 87

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Game Plan Financial Advisors's OESX Position: Q1 2024 in Review

Game Plan Financial Advisors sold out of Orion Energy Systems (OESX) in Q1 2024, closing a stake of 125 shares — an estimated $1.08K sold.

Game Plan Financial Advisors first reported a position in OESX in Q4 2019 and held it in 3 quarters. The position peaked at $114K in Q4 2019. 47 funds tracked by Wall St. Rank hold OESX as of Q1 2024.

  • Game Plan Financial Advisors reported no remaining Orion Energy Systems position as of Q1 2024 after selling out during the quarter.
  • Game Plan Financial Advisors sold 125 Orion Energy Systems shares in Q1 2024, an estimated $1.08K.
  • Game Plan Financial Advisors first reported a position in Orion Energy Systems in Q4 2019 and held it in 3 quarters.
  • Game Plan Financial Advisors's Orion Energy Systems position peaked at $114K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2024.

Based on Game Plan Financial Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.