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Buckingham Strategic Wealth’s Ormat Technologies ORA Stock Holding History

Buckingham Strategic Wealth’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
-3,211
Closed -$213K – 830
2024
Q1 		$213K Buy
+3,211
New +$214K ﹤0.01% 689
2022
Q4 		– Sell
-2,423
Closed -$209K – 652
2022
Q3 		$209K Buy
+2,423
New +$216K ﹤0.01% 547

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
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Buckingham Strategic Wealth's ORA Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Ormat Technologies (ORA) in Q2 2024, closing a stake of 3,211 shares — an estimated $213K sold.

Buckingham Strategic Wealth first reported a position in ORA in Q3 2022 and held it in 2 quarters. The position peaked at $213K in Q1 2024. 280 funds tracked by Wall St. Rank hold ORA as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining Ormat Technologies position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 3,211 Ormat Technologies shares in Q2 2024, an estimated $213K.
  • Buckingham Strategic Wealth first reported a position in Ormat Technologies in Q3 2022 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Ormat Technologies position peaked at $213K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.