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Carroll Financial Associates’s Ormat Technologies ORA Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$3K Hold
42
– – ﹤0.01% 1446
2021
Q3 		$2K Hold
42
– – ﹤0.01% 1568
2021
Q2 		$2K Hold
42
– – ﹤0.01% 1576
2021
Q1 		$3K Hold
42
– – ﹤0.01% 1458
2020
Q4 		$3K Hold
42
– – ﹤0.01% 1347
2020
Q3 		$2K Buy
+42
New +$2.53K ﹤0.01% 1353

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Impax Asset Management Group
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CI
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GACM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carroll Financial Associates's ORA Position: Q4 2021 in Review

Carroll Financial Associates held its Ormat Technologies (ORA) position steady in Q4 2021 at 42 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Carroll Financial Associates first reported a position in ORA in Q3 2020 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold ORA as of Q4 2021.

  • Carroll Financial Associates held 42 shares of Ormat Technologies worth $3K as of Q4 2021.
  • Carroll Financial Associates left its Ormat Technologies share count unchanged in Q4 2021.
  • Ormat Technologies made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1446 holding.
  • Carroll Financial Associates first reported a position in Ormat Technologies in Q3 2020 and has held it in 6 quarters since.
  • 223 funds tracked by Wall St. Rank held Ormat Technologies as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.