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Steward Partners Investment Advisory’s Orion Energy Systems OESX Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-200
Closed -$7K – 2722
2020
Q1 		$7K Hold
200
– – ﹤0.01% 1981
2019
Q4 		$6K Sell
200
-400
-67% -$12K ﹤0.01% 2188
2019
Q3 		$17K Buy
+600
New +$17.1K ﹤0.01% 1782

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2L
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BlackRock
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's OESX Position: Q2 2020 in Review

Steward Partners Investment Advisory sold out of Orion Energy Systems (OESX) in Q2 2020, closing a stake of 200 shares — an estimated $7K sold.

Steward Partners Investment Advisory first reported a position in OESX in Q3 2019 and held it in 3 quarters. The position peaked at $17K in Q3 2019. 79 funds tracked by Wall St. Rank hold OESX as of Q2 2020.

  • Steward Partners Investment Advisory reported no remaining Orion Energy Systems position as of Q2 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 Orion Energy Systems shares in Q2 2020, an estimated $7K.
  • Steward Partners Investment Advisory first reported a position in Orion Energy Systems in Q3 2019 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Orion Energy Systems position peaked at $17K in Q3 2019.
  • 79 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2020, filed 6 Aug 2020.