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Annapolis Financial Services’s Ormat Technologies ORA Stock Holding History

Annapolis Financial Services’s Portfolio ORA Stock Details ORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-293
Closed -$22.2K – 427
2023
Q4 		$22.2K Hold
293
– – 0.01% 269
2023
Q3 		$20.5K Hold
293
– – 0.01% 263
2023
Q2 		$23.6K Hold
293
– – 0.01% 251
2023
Q1 		$24.8K Hold
293
– – 0.01% 230
2022
Q4 		$25.3K Hold
293
– – 0.01% 225
2022
Q3 		$25K Hold
293
– – 0.01% 231
2022
Q2 		$23K Buy
+293
New +$23.1K 0.01% 235

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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Annapolis Financial Services's ORA Position: Q1 2024 in Review

Annapolis Financial Services sold out of Ormat Technologies (ORA) in Q1 2024, closing a stake of 293 shares — an estimated $22.2K sold.

Annapolis Financial Services first reported a position in ORA in Q2 2022 and held it in 7 quarters. The position peaked at $25.3K in Q4 2022. 287 funds tracked by Wall St. Rank hold ORA as of Q1 2024.

  • Annapolis Financial Services reported no remaining Ormat Technologies position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 293 Ormat Technologies shares in Q1 2024, an estimated $22.2K.
  • Annapolis Financial Services first reported a position in Ormat Technologies in Q2 2022 and held it in 7 quarters.
  • Annapolis Financial Services's Ormat Technologies position peaked at $25.3K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.