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INVST’s Energy Services of America ESOA Stock Holding History

INVST’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
2023
Q1 		– Sell
-20,000
Closed -$52.4K – 171
2022
Q4 		$52.4K Hold
20,000
– – 0.01% 162
2022
Q3 		$57K Hold
20,000
– – 0.01% 168
2022
Q2 		$45K Hold
20,000
– – 0.01% 178
2022
Q1 		$51K Buy
+20,000
New +$63.6K 0.01% 184

Other funds holding ESOA

SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

INVST's ESOA Position: Q1 2023 in Review

INVST sold out of Energy Services of America (ESOA) in Q1 2023, closing a stake of 20,000 shares — an estimated $52.4K sold.

INVST first reported a position in ESOA in Q1 2022 and held it in 4 quarters. The position peaked at $57K in Q3 2022. 22 funds tracked by Wall St. Rank hold ESOA as of Q1 2023.

  • INVST reported no remaining Energy Services of America position as of Q1 2023 after selling out during the quarter.
  • INVST sold 20,000 Energy Services of America shares in Q1 2023, an estimated $52.4K.
  • INVST first reported a position in Energy Services of America in Q1 2022 and held it in 4 quarters.
  • INVST's Energy Services of America position peaked at $57K in Q3 2022.
  • 22 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2023.

Based on INVST's 13F filing for Q1 2023, filed 28 Apr 2023.