Wealth Enhancement Advisory Services
OESX icon

Wealth Enhancement Advisory Services’s Orion Energy Systems OESX Stock Holding History

Wealth Enhancement Advisory Services’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
-1,000
Closed -$8.7K – 2679
2024
Q1 		$8.7K Sell
1,000
-4,761
-83% -$47K ﹤0.01% 2412
2023
Q4 		$49.9K Buy
5,761
+4,755
+473% +$46.8K ﹤0.01% 2219
2023
Q3 		$12.7K Buy
+1,006
New +$15.5K ﹤0.01% 2209

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Renaissance Technologies
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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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's OESX Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of Orion Energy Systems (OESX) in Q2 2024, closing a stake of 1,000 shares — an estimated $8.7K sold.

Wealth Enhancement Advisory Services first reported a position in OESX in Q3 2023 and held it in 3 quarters. The position peaked at $49.9K in Q4 2023. 43 funds tracked by Wall St. Rank hold OESX as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining Orion Energy Systems position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,000 Orion Energy Systems shares in Q2 2024, an estimated $8.7K.
  • Wealth Enhancement Advisory Services first reported a position in Orion Energy Systems in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Orion Energy Systems position peaked at $49.9K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.