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Money Concepts Capital’s Ormat Technologies ORA Stock Holding History

Money Concepts Capital’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 		– Sell
-163
Closed -$14.1K – 2115
2022
Q4 		$14.1K Sell
163
-94
-37% -$8.44K ﹤0.01% 1849
2022
Q3 		$22K Buy
+257
New +$22.9K ﹤0.01% 895
2022
Q2 		– Sell
-216
Closed -$18K – 2244
2022
Q1 		$18K Buy
+216
New +$15.8K ﹤0.01% 1659

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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

Money Concepts Capital's ORA Position: Q1 2023 in Review

Money Concepts Capital sold out of Ormat Technologies (ORA) in Q1 2023, closing a stake of 163 shares — an estimated $14.1K sold.

Money Concepts Capital first reported a position in ORA in Q1 2022 and held it in 3 quarters. The position peaked at $22K in Q3 2022. 287 funds tracked by Wall St. Rank hold ORA as of Q1 2023.

  • Money Concepts Capital reported no remaining Ormat Technologies position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 163 Ormat Technologies shares in Q1 2023, an estimated $14.1K.
  • Money Concepts Capital first reported a position in Ormat Technologies in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Ormat Technologies position peaked at $22K in Q3 2022.
  • 287 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.