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Concord Wealth Partners’s Ormat Technologies ORA Stock Holding History

Concord 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
2022
Q3 		– Sell
-21
Closed -$2K – 818
2022
Q2 		$2K Sell
21
-596
-97% -$47K ﹤0.01% 1042
2022
Q1 		$50K Sell
617
-43
-7% -$3.15K 0.01% 440
2021
Q4 		$52K Buy
660
+489
+286% +$36.9K 0.01% 446
2021
Q3 		$11K Sell
171
-223
-57% -$15.4K ﹤0.01% 458
2021
Q2 		$27K Buy
394
+42
+12% +$2.99K 0.01% 443
2021
Q1 		$28K Buy
352
+343
+3,811% +$34K 0.01% 421
2020
Q4 		$1K Buy
+9
New +$681 ﹤0.01% 643

Other funds holding ORA

OC
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Concord Wealth Partners's ORA Position: Q3 2022 in Review

Concord Wealth Partners sold out of Ormat Technologies (ORA) in Q3 2022, closing a stake of 21 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in ORA in Q4 2020 and held it in 7 quarters. The position peaked at $52K in Q4 2021. 283 funds tracked by Wall St. Rank hold ORA as of Q3 2022.

  • Concord Wealth Partners reported no remaining Ormat Technologies position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 21 Ormat Technologies shares in Q3 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Ormat Technologies in Q4 2020 and held it in 7 quarters.
  • Concord Wealth Partners's Ormat Technologies position peaked at $52K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.