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Liberty Wealth Management’s Ormat Technologies ORA Stock Holding History

Liberty 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
2021
Q4 		– Sell
-18
Closed -$2K – 813
2021
Q3 		$2K Buy
18
+9
+100% +$621 ﹤0.01% 1074
2021
Q2 		$1K Sell
9
-5
-36% -$356 ﹤0.01% 1022
2021
Q1 		$1K Hold
14
– – ﹤0.01% 890
2020
Q4 		$1K Hold
14
– – ﹤0.01% 892
2020
Q3 		$1K Hold
14
– – ﹤0.01% 824
2020
Q2 		$1K Hold
14
– – ﹤0.01% 807
2020
Q1 		$1K Hold
14
– – ﹤0.01% 830
2019
Q4 		$1K Hold
14
– – ﹤0.01% 849
2019
Q3 		$1K Hold
14
– – ﹤0.01% 814
2019
Q2 		$1K Hold
14
– – ﹤0.01% 850
2019
Q1 		$0 Buy
+14
New +$777 ﹤0.01% 815

Other funds holding ORA

OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Liberty Wealth Management's ORA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ormat Technologies (ORA) in Q4 2021, closing a stake of 18 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in ORA in Q1 2019 and held it in 11 quarters. The position peaked at $2K in Q3 2021. 223 funds tracked by Wall St. Rank hold ORA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Ormat Technologies position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 18 Ormat Technologies shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Ormat Technologies in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's Ormat Technologies position peaked at $2K in Q3 2021.
  • 223 funds tracked by Wall St. Rank held Ormat Technologies as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.