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Avior Wealth Management’s Ormat Technologies ORA Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-10
Closed -$661 – 3263
2024
Q1 		$661 Buy
+10
New +$668 ﹤0.01% 2495
2021
Q1 		– Sell
-250
Closed -$22K – 1104
2020
Q4 		$22K Buy
+250
New +$18.9K ﹤0.01% 602

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Avior Wealth Management's ORA Position: Q2 2024 in Review

Avior Wealth Management sold out of Ormat Technologies (ORA) in Q2 2024, closing a stake of 10 shares — an estimated $661 sold.

Avior Wealth Management first reported a position in ORA in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q4 2020. 280 funds tracked by Wall St. Rank hold ORA as of Q2 2024.

  • Avior Wealth Management reported no remaining Ormat Technologies position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 10 Ormat Technologies shares in Q2 2024, an estimated $661.
  • Avior Wealth Management first reported a position in Ormat Technologies in Q4 2020 and held it in 2 quarters.
  • Avior Wealth Management's Ormat Technologies position peaked at $22K in Q4 2020.
  • 280 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.