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

Spire 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
2024 Q2	–	Sell	-96	Closed	-$832	–	2342
2024 Q1	$832	Buy	96 +1	+1%	+$10	﹤0.01%	2233
2023 Q4	$1.02K	Sell	95 -326	-77%	-$3.21K	﹤0.01%	2261
2023 Q3	$5.3K	Hold	421	–	–	﹤0.01%	1927
2023 Q2	$6.85K	Hold	421	–	–	﹤0.01%	1919
2023 Q1	$8.54K	Hold	421	–	–	﹤0.01%	1904
2022 Q4	$8K	Hold	421	–	–	﹤0.01%	1702
2022 Q3	$7K	Hold	421	–	–	﹤0.01%	1663
2022 Q2	$8K	Hold	421	–	–	﹤0.01%	1999
2022 Q1	$12K	Hold	421	–	–	﹤0.01%	1982
2021 Q4	$15K	Sell	421 -129	-23%	-$4.99K	﹤0.01%	2228
2021 Q3	$21K	Hold	550	–	–	﹤0.01%	1842
2021 Q2	$32K	Hold	550	–	–	﹤0.01%	1669
2021 Q1	$38K	Buy	+550	New	+$51.3K	﹤0.01%	1867

Other funds holding OESX

NSIM

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

GWI

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

TCM

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Spire Wealth Management's OESX Position: Q2 2024 in Review

Spire Wealth Management sold out of Orion Energy Systems (OESX) in Q2 2024, closing a stake of 96 shares — an estimated $832 sold.

Spire Wealth Management first reported a position in OESX in Q1 2021 and held it in 13 quarters. The position peaked at $38K in Q1 2021. 43 funds tracked by Wall St. Rank hold OESX as of Q2 2024.

Spire Wealth Management reported no remaining Orion Energy Systems position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 96 Orion Energy Systems shares in Q2 2024, an estimated $832.
Spire Wealth Management first reported a position in Orion Energy Systems in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Orion Energy Systems position peaked at $38K in Q1 2021.
43 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.