NFG
ORA icon

Next Financial Group’s Ormat Technologies ORA Stock Holding History

Next Financial Group’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
Q1 		– Sell
-193
Closed -$17K – 2613
2020
Q4 		$17K Buy
+193
New +$14.6K ﹤0.01% 1612
2020
Q2 		– Sell
-2,101
Closed -$142K – 1488
2020
Q1 		$142K Buy
2,101
+1,293
+160% +$97.5K 0.02% 646
2019
Q4 		$60K Buy
+808
New +$61.2K 0.01% 1119

Other funds holding ORA

OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Next Financial Group's ORA Position: Q1 2021 in Review

Next Financial Group sold out of Ormat Technologies (ORA) in Q1 2021, closing a stake of 193 shares — an estimated $17K sold.

Next Financial Group first reported a position in ORA in Q4 2019 and held it in 3 quarters. The position peaked at $142K in Q1 2020. 234 funds tracked by Wall St. Rank hold ORA as of Q1 2021.

  • Next Financial Group reported no remaining Ormat Technologies position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 193 Ormat Technologies shares in Q1 2021, an estimated $17K.
  • Next Financial Group first reported a position in Ormat Technologies in Q4 2019 and held it in 3 quarters.
  • Next Financial Group's Ormat Technologies position peaked at $142K in Q1 2020.
  • 234 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.