Envestnet Portfolio Solutions
ORA icon

Envestnet Portfolio Solutions’s Ormat Technologies ORA Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-2,923
Closed -$204K – 1586
2023
Q3 		$204K Buy
+2,923
New +$227K ﹤0.01% 1424

Other funds holding ORA

BlackRock
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions's ORA Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of Ormat Technologies (ORA) in Q4 2023, closing a stake of 2,923 shares — an estimated $204K sold.

Envestnet Portfolio Solutions first reported a position in ORA in Q3 2023 and held it in 1 quarter. The position peaked at $204K in Q3 2023. 278 funds tracked by Wall St. Rank hold ORA as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining Ormat Technologies position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,923 Ormat Technologies shares in Q4 2023, an estimated $204K.
  • Envestnet Portfolio Solutions first reported a position in Ormat Technologies in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Ormat Technologies position peaked at $204K in Q3 2023.
  • 278 funds tracked by Wall St. Rank held Ormat Technologies as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.