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J.W. Cole Advisors’s Orion Energy Systems OESX Stock Holding History

J.W. Cole 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
2020
Q4 		– Sell
-7,782
Closed -$589K – 801
2020
Q3 		$589K Buy
+7,782
New +$423K 0.05% 376

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

J.W. Cole Advisors's OESX Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Orion Energy Systems (OESX) in Q4 2020, closing a stake of 7,782 shares — an estimated $589K sold.

J.W. Cole Advisors first reported a position in OESX in Q3 2020 and held it in 1 quarter. The position peaked at $589K in Q3 2020. 82 funds tracked by Wall St. Rank hold OESX as of Q4 2020.

  • J.W. Cole Advisors reported no remaining Orion Energy Systems position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 7,782 Orion Energy Systems shares in Q4 2020, an estimated $589K.
  • J.W. Cole Advisors first reported a position in Orion Energy Systems in Q3 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's Orion Energy Systems position peaked at $589K in Q3 2020.
  • 82 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.