SWM
ORA icon

Spire Wealth Management’s Ormat Technologies ORA Stock Holding History

Spire 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
2024
Q1 		– Sell
-302
Closed -$20.1K – 2374
2023
Q4 		$20.1K Buy
302
+1
+0.3% +$68 ﹤0.01% 1537
2023
Q3 		$21.1K Hold
301
– – ﹤0.01% 1483
2023
Q2 		$24.2K Buy
+301
New +$25.5K ﹤0.01% 1511

Other funds holding ORA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $14.3B AUM 19.8% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spire Wealth Management's ORA Position: Q1 2024 in Review

Spire Wealth Management sold out of Ormat Technologies (ORA) in Q1 2024, closing a stake of 302 shares — an estimated $20.1K sold.

Spire Wealth Management first reported a position in ORA in Q2 2023 and held it in 3 quarters. The position peaked at $24.2K in Q2 2023. 287 funds tracked by Wall St. Rank hold ORA as of Q1 2024.

  • Spire Wealth Management reported no remaining Ormat Technologies position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 302 Ormat Technologies shares in Q1 2024, an estimated $20.1K.
  • Spire Wealth Management first reported a position in Ormat Technologies in Q2 2023 and held it in 3 quarters.
  • Spire Wealth Management's Ormat Technologies position peaked at $24.2K in Q2 2023.
  • 287 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.