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Lenox Wealth Advisors’s Ormat Technologies ORA Stock Holding History

Lenox Wealth Advisors’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
2021
Q2 		– Sell
-22
Closed -$2K – 773
2021
Q1 		$2K Buy
+22
New +$2.18K ﹤0.01% 620

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Impax Asset Management Group
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MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Lenox Wealth Advisors's ORA Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Ormat Technologies (ORA) in Q2 2021, closing a stake of 22 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in ORA in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 238 funds tracked by Wall St. Rank hold ORA as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining Ormat Technologies position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 22 Ormat Technologies shares in Q2 2021, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Ormat Technologies in Q1 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Ormat Technologies position peaked at $2K in Q1 2021.
  • 238 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.