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Harvest Group Wealth Management’s Ormat Technologies ORA Stock Holding History

Harvest Group 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
2023
Q1 		$2.63K Hold
31
– – ﹤0.01% 115
2022
Q4 		$2.68K Hold
31
– – ﹤0.01% 106
2022
Q3 		$3K Hold
31
– – ﹤0.01% 100
2022
Q2 		$3K Buy
+31
New +$2.44K ﹤0.01% 111

Other funds holding ORA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Harvest Group Wealth Management's ORA Position: Q1 2023 in Review

Harvest Group Wealth Management held its Ormat Technologies (ORA) position steady in Q1 2023 at 31 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #115.

Harvest Group Wealth Management first reported a position in ORA in Q2 2022 and has held it in 4 quarters since. The position peaked at $3K in Q3 2022. 287 funds tracked by Wall St. Rank hold ORA as of Q1 2023.

  • Harvest Group Wealth Management held 31 shares of Ormat Technologies worth $2.63K as of Q1 2023.
  • Harvest Group Wealth Management left its Ormat Technologies share count unchanged in Q1 2023.
  • Ormat Technologies made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #115 holding.
  • Harvest Group Wealth Management first reported a position in Ormat Technologies in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's Ormat Technologies position peaked at $3K in Q3 2022.
  • 287 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.