Kestra Advisory Services’s Orion Energy Systems OESX Stock Holding History

Kestra Advisory Services’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
2022 Q3	–	Sell	-1,823	Closed	-$37K	–	2204
2022 Q2	$37K	Buy	+1,823	New	+$44.9K	﹤0.01%	2062

Other funds holding OESX

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Kestra Advisory Services's OESX Position: Q3 2022 in Review

Kestra Advisory Services sold out of Orion Energy Systems (OESX) in Q3 2022, closing a stake of 1,823 shares — an estimated $37K sold.

Kestra Advisory Services first reported a position in OESX in Q2 2022 and held it in 1 quarter. The position peaked at $37K in Q2 2022. 52 funds tracked by Wall St. Rank hold OESX as of Q3 2022.

Kestra Advisory Services reported no remaining Orion Energy Systems position as of Q3 2022 after selling out during the quarter.
Kestra Advisory Services sold 1,823 Orion Energy Systems shares in Q3 2022, an estimated $37K.
Kestra Advisory Services first reported a position in Orion Energy Systems in Q2 2022 and held it in 1 quarter.
Kestra Advisory Services's Orion Energy Systems position peaked at $37K in Q2 2022.
52 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2022.

Based on Kestra Advisory Services's 13F filing for Q3 2022, filed 1 Nov 2022.