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

Ritholtz 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
Q2 		– Sell
-1,407
Closed -$98K – 557
2021
Q1 		$98K Sell
1,407
-715
-34% -$66.7K 0.01% 428
2020
Q4 		$209K Buy
2,122
+192
+10% +$16.6K 0.02% 336
2020
Q3 		$146K Buy
1,930
+90
+5% +$4.9K 0.02% 285
2020
Q2 		$64K Buy
1,840
+27
+1% +$1.1K 0.01% 273
2020
Q1 		$67K Buy
+1,813
New +$79.4K 0.01% 157

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
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
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Ritholtz Wealth Management's OESX Position: Q2 2021 in Review

Ritholtz Wealth Management sold out of Orion Energy Systems (OESX) in Q2 2021, closing a stake of 1,407 shares — an estimated $98K sold.

Ritholtz Wealth Management first reported a position in OESX in Q1 2020 and held it in 5 quarters. The position peaked at $209K in Q4 2020. 82 funds tracked by Wall St. Rank hold OESX as of Q2 2021.

  • Ritholtz Wealth Management reported no remaining Orion Energy Systems position as of Q2 2021 after selling out during the quarter.
  • Ritholtz Wealth Management sold 1,407 Orion Energy Systems shares in Q2 2021, an estimated $98K.
  • Ritholtz Wealth Management first reported a position in Orion Energy Systems in Q1 2020 and held it in 5 quarters.
  • Ritholtz Wealth Management's Orion Energy Systems position peaked at $209K in Q4 2020.
  • 82 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2021.

Based on Ritholtz Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.