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Liberty Wealth Management’s Orion Energy Systems OESX Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-25
Closed -$1K – 803
2021
Q3 		$1K Buy
+25
New +$1.16K ﹤0.01% 1133

Other funds holding OESX

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty Wealth Management's OESX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Orion Energy Systems (OESX) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in OESX in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 75 funds tracked by Wall St. Rank hold OESX as of Q4 2021.

  • Liberty Wealth Management reported no remaining Orion Energy Systems position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 25 Orion Energy Systems shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Orion Energy Systems in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Orion Energy Systems position peaked at $1K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.