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BSW Wealth Partners’s Ormat Technologies ORA Stock Holding History

BSW Wealth Partners’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
2023
Q2 		– Sell
-5,594
Closed -$474K – 307
2023
Q1 		$474K Sell
5,594
-79
-1% -$6.93K 0.1% 141
2022
Q4 		$491K Buy
5,673
+575
+11% +$51.6K 0.11% 137
2022
Q3 		$439K Buy
5,098
+174
+4% +$15.5K 0.11% 132
2022
Q2 		$386K Buy
4,924
+658
+15% +$51.9K 0.09% 149
2022
Q1 		$349K Buy
4,266
+553
+15% +$40.5K 0.09% 175
2021
Q4 		$294K Buy
3,713
+344
+10% +$26K 0.07% 200
2021
Q3 		$224K Buy
3,369
+404
+14% +$27.9K 0.06% 223
2021
Q2 		$206K Buy
+2,965
New +$211K 0.06% 230
2021
Q1 		– Sell
-2,429
Closed -$219K – 224
2020
Q4 		$219K Buy
+2,429
New +$184K 0.07% 168
2018
Q4 		– Sell
-6,429
Closed -$348K – 126
2018
Q3 		$348K Buy
+6,429
New +$341K 0.13% 65

Other funds holding ORA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BSW Wealth Partners's ORA Position: Q2 2023 in Review

BSW Wealth Partners sold out of Ormat Technologies (ORA) in Q2 2023, closing a stake of 5,594 shares — an estimated $474K sold.

BSW Wealth Partners first reported a position in ORA in Q3 2018 and held it in 10 quarters. The position peaked at $491K in Q4 2022. 289 funds tracked by Wall St. Rank hold ORA as of Q2 2023.

  • BSW Wealth Partners reported no remaining Ormat Technologies position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 5,594 Ormat Technologies shares in Q2 2023, an estimated $474K.
  • BSW Wealth Partners first reported a position in Ormat Technologies in Q3 2018 and held it in 10 quarters.
  • BSW Wealth Partners's Ormat Technologies position peaked at $491K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.