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TCWP’s Orion Energy Systems OESX Stock Holding History

TCWP’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
-22
Closed – – 1257
2022
Q1 		$0 Buy
+22
New +$707 ﹤0.01% 1844

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 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
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 $132M AUM 29.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCWP's OESX Position: Q2 2022 in Review

TCWP sold out of Orion Energy Systems (OESX) in Q2 2022, closing a stake of 22 shares.

TCWP first reported a position in OESX in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 57 funds tracked by Wall St. Rank hold OESX as of Q2 2022.

  • TCWP reported no remaining Orion Energy Systems position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 22 Orion Energy Systems shares in Q2 2022.
  • TCWP first reported a position in Orion Energy Systems in Q1 2022 and held it in 1 quarter.
  • TCWP's Orion Energy Systems position peaked at $0 in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.