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Focused Wealth Management’s Ormat Technologies ORA Stock Holding History

Focused Wealth Management’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
Q4 		– Sell
-750
Closed -$65K – 1147
2022
Q3 		$65K Buy
+750
New +$66.8K 0.01% 238

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CI
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GACM
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State Street
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Focused Wealth Management's ORA Position: Q4 2022 in Review

Focused Wealth Management sold out of Ormat Technologies (ORA) in Q4 2022, closing a stake of 750 shares — an estimated $65K sold.

Focused Wealth Management first reported a position in ORA in Q3 2022 and held it in 1 quarter. The position peaked at $65K in Q3 2022. 289 funds tracked by Wall St. Rank hold ORA as of Q4 2022.

  • Focused Wealth Management reported no remaining Ormat Technologies position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 750 Ormat Technologies shares in Q4 2022, an estimated $65K.
  • Focused Wealth Management first reported a position in Ormat Technologies in Q3 2022 and held it in 1 quarter.
  • Focused Wealth Management's Ormat Technologies position peaked at $65K in Q3 2022.
  • 289 funds tracked by Wall St. Rank held Ormat Technologies as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.