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WealthShield Partners’s Orion Energy Systems OESX Stock Holding History

WealthShield Partners’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
2021
Q2 		– Sell
-33
Closed -$2K – 1029
2021
Q1 		$2K Buy
+33
New +$3.08K ﹤0.01% 1068

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HA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

WealthShield Partners's OESX Position: Q2 2021 in Review

WealthShield Partners sold out of Orion Energy Systems (OESX) in Q2 2021, closing a stake of 33 shares — an estimated $2K sold.

WealthShield Partners first reported a position in OESX in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 82 funds tracked by Wall St. Rank hold OESX as of Q2 2021.

  • WealthShield Partners reported no remaining Orion Energy Systems position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 33 Orion Energy Systems shares in Q2 2021, an estimated $2K.
  • WealthShield Partners first reported a position in Orion Energy Systems in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Orion Energy Systems position peaked at $2K in Q1 2021.
  • 82 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.