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Ruedi Wealth Management’s Ormat Technologies ORA Stock Holding History

Ruedi 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
2023
Q4 		– Sell
-324
Closed -$22.7K – 248
2023
Q3 		$22.7K Hold
324
– – 0.01% 104
2023
Q2 		$26.1K Hold
324
– – 0.02% 104
2023
Q1 		$27.5K Hold
324
– – 0.02% 113
2022
Q4 		$28K Buy
+324
New +$29.1K 0.02% 101

Other funds holding ORA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ruedi Wealth Management's ORA Position: Q4 2023 in Review

Ruedi Wealth Management sold out of Ormat Technologies (ORA) in Q4 2023, closing a stake of 324 shares — an estimated $22.7K sold.

Ruedi Wealth Management first reported a position in ORA in Q4 2022 and held it in 4 quarters. The position peaked at $28K in Q4 2022. 278 funds tracked by Wall St. Rank hold ORA as of Q4 2023.

  • Ruedi Wealth Management reported no remaining Ormat Technologies position as of Q4 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 324 Ormat Technologies shares in Q4 2023, an estimated $22.7K.
  • Ruedi Wealth Management first reported a position in Ormat Technologies in Q4 2022 and held it in 4 quarters.
  • Ruedi Wealth Management's Ormat Technologies position peaked at $28K in Q4 2022.
  • 278 funds tracked by Wall St. Rank held Ormat Technologies as of Q4 2023.

Based on Ruedi Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.