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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Ormat Technologies ORA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-17
Closed -$1.44K – 306
2023
Q1 		$1.44K Buy
+17
New +$1.49K ﹤0.01% 288

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CI
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Amundi
Amundi Paris, France $367B AUM 31.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ORA Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Ormat Technologies (ORA) in Q2 2023, closing a stake of 17 shares — an estimated $1.44K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ORA in Q1 2023 and held it in 1 quarter. The position peaked at $1.44K in Q1 2023. 290 funds tracked by Wall St. Rank hold ORA as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Ormat Technologies position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 17 Ormat Technologies shares in Q2 2023, an estimated $1.44K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Ormat Technologies in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Ormat Technologies position peaked at $1.44K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.