GVAG
OESX icon

Great Valley Advisor Group’s Orion Energy Systems OESX Stock Holding History

Great Valley Advisor 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
Q3 		– Sell
-5,886
Closed -$65.3K – 844
2024
Q2 		$65.3K Buy
5,886
+367
+7% +$3.59K ﹤0.01% 767
2024
Q1 		$48.2K Buy
+5,519
New +$54.4K ﹤0.01% 741

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 $132M AUM 29.91% 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

Great Valley Advisor Group's OESX Position: Q3 2024 in Review

Great Valley Advisor Group sold out of Orion Energy Systems (OESX) in Q3 2024, closing a stake of 5,886 shares — an estimated $65.3K sold.

Great Valley Advisor Group first reported a position in OESX in Q1 2024 and held it in 2 quarters. The position peaked at $65.3K in Q2 2024. 40 funds tracked by Wall St. Rank hold OESX as of Q3 2024.

  • Great Valley Advisor Group reported no remaining Orion Energy Systems position as of Q3 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 5,886 Orion Energy Systems shares in Q3 2024, an estimated $65.3K.
  • Great Valley Advisor Group first reported a position in Orion Energy Systems in Q1 2024 and held it in 2 quarters.
  • Great Valley Advisor Group's Orion Energy Systems position peaked at $65.3K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2024.

Based on Great Valley Advisor Group's 13F filing for Q3 2024, filed 12 Nov 2024.