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Stokes Family Office’s Orion Energy Systems OESX Stock Holding History

Stokes Family Office’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
Q2 		– Sell
-1,253
Closed -$35K – 285
2022
Q1 		$35K Buy
+1,253
New +$40.3K ﹤0.01% 259

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TCM
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HA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stokes Family Office's OESX Position: Q2 2022 in Review

Stokes Family Office sold out of Orion Energy Systems (OESX) in Q2 2022, closing a stake of 1,253 shares — an estimated $35K sold.

Stokes Family Office first reported a position in OESX in Q1 2022 and held it in 1 quarter. The position peaked at $35K in Q1 2022. 57 funds tracked by Wall St. Rank hold OESX as of Q2 2022.

  • Stokes Family Office reported no remaining Orion Energy Systems position as of Q2 2022 after selling out during the quarter.
  • Stokes Family Office sold 1,253 Orion Energy Systems shares in Q2 2022, an estimated $35K.
  • Stokes Family Office first reported a position in Orion Energy Systems in Q1 2022 and held it in 1 quarter.
  • Stokes Family Office's Orion Energy Systems position peaked at $35K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2022.

Based on Stokes Family Office's 13F filing for Q2 2022, filed 5 Aug 2022.