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HM Payson & Co’s Energy Services of America ESOA Stock Holding History

HM Payson & 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
2022
Q2 		– Sell
-1,276
Closed -$4K – 1067
2022
Q1 		$4K Buy
+1,276
New +$4.06K ﹤0.01% 925

Other funds holding ESOA

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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

HM Payson & Co's ESOA Position: Q2 2022 in Review

HM Payson & Co sold out of Energy Services of America (ESOA) in Q2 2022, closing a stake of 1,276 shares — an estimated $4K sold.

HM Payson & Co first reported a position in ESOA in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 20 funds tracked by Wall St. Rank hold ESOA as of Q2 2022.

  • HM Payson & Co reported no remaining Energy Services of America position as of Q2 2022 after selling out during the quarter.
  • HM Payson & Co sold 1,276 Energy Services of America shares in Q2 2022, an estimated $4K.
  • HM Payson & Co first reported a position in Energy Services of America in Q1 2022 and held it in 1 quarter.
  • HM Payson & Co's Energy Services of America position peaked at $4K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2022.

Based on HM Payson & Co's 13F filing for Q2 2022, filed 15 Aug 2022.