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Lowe Wealth Advisors’s Ormat Technologies ORA Stock Holding History

Lowe 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
2020
Q2 		– Sell
-25
Closed -$2K – 297
2020
Q1 		$2K Buy
25
+15
+150% +$1.13K ﹤0.01% 240
2019
Q4 		$1K Buy
+10
New +$757 ﹤0.01% 279
2018
Q1 		– Sell
-75
Closed -$5K – 262
2017
Q4 		$5K Hold
75
– – ﹤0.01% 190
2017
Q3 		$5K Buy
75
+50
+200% +$2.88K ﹤0.01% 186
2017
Q2 		$1K Hold
25
– – ﹤0.01% 206
2017
Q1 		$1K Buy
+25
New +$1.39K ﹤0.01% 208

Other funds holding ORA

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 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 $3.37T AUM 44.26% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

Lowe Wealth Advisors's ORA Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of Ormat Technologies (ORA) in Q2 2020, closing a stake of 25 shares — an estimated $2K sold.

Lowe Wealth Advisors first reported a position in ORA in Q1 2017 and held it in 6 quarters. The position peaked at $5K in Q4 2017. 207 funds tracked by Wall St. Rank hold ORA as of Q2 2020.

  • Lowe Wealth Advisors reported no remaining Ormat Technologies position as of Q2 2020 after selling out during the quarter.
  • Lowe Wealth Advisors sold 25 Ormat Technologies shares in Q2 2020, an estimated $2K.
  • Lowe Wealth Advisors first reported a position in Ormat Technologies in Q1 2017 and held it in 6 quarters.
  • Lowe Wealth Advisors's Ormat Technologies position peaked at $5K in Q4 2017.
  • 207 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.