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Institute for Wealth Management’s Ormat Technologies ORA Stock Holding History

Institute for 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
2024
Q4 		– Sell
-3,389
Closed -$261K – 552
2024
Q3 		$261K Buy
+3,389
New +$251K 0.03% 452

Other funds holding ORA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Institute for Wealth Management's ORA Position: Q4 2024 in Review

Institute for Wealth Management sold out of Ormat Technologies (ORA) in Q4 2024, closing a stake of 3,389 shares — an estimated $261K sold.

Institute for Wealth Management first reported a position in ORA in Q3 2024 and held it in 1 quarter. The position peaked at $261K in Q3 2024. 315 funds tracked by Wall St. Rank hold ORA as of Q4 2024.

  • Institute for Wealth Management reported no remaining Ormat Technologies position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 3,389 Ormat Technologies shares in Q4 2024, an estimated $261K.
  • Institute for Wealth Management first reported a position in Ormat Technologies in Q3 2024 and held it in 1 quarter.
  • Institute for Wealth Management's Ormat Technologies position peaked at $261K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Ormat Technologies as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.