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TCI Wealth Advisors’s Ormat Technologies ORA Stock Holding History

TCI 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
2023
Q2 		– Sell
-106
Closed -$8.99K – 1594
2023
Q1 		$8.99K Buy
106
+1
+1% +$88 ﹤0.01% 1157
2022
Q4 		$9.08K Sell
105
-1
-0.9% -$90 ﹤0.01% 1138
2022
Q3 		$9K Buy
106
+4
+4% +$356 ﹤0.01% 1087
2022
Q2 		$8K Sell
102
-20
-16% -$1.58K ﹤0.01% 1170
2022
Q1 		$10K Hold
122
– – ﹤0.01% 1108
2021
Q4 		$10K Buy
122
+20
+20% +$1.51K ﹤0.01% 1183
2021
Q3 		$7K Hold
102
– – ﹤0.01% 1375
2021
Q2 		$7K Buy
102
+60
+143% +$4.27K ﹤0.01% 1226
2021
Q1 		$3K Buy
+42
New +$4.16K ﹤0.01% 1558
2014
Q1 		– Sell
-150
Closed -$4K – 908
2013
Q4 		$4K Buy
+150
New +$3.96K ﹤0.01% 599

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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TCI Wealth Advisors's ORA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ormat Technologies (ORA) in Q2 2023, closing a stake of 106 shares — an estimated $8.99K sold.

TCI Wealth Advisors first reported a position in ORA in Q4 2013 and held it in 10 quarters. The position peaked at $10K in Q1 2022. 289 funds tracked by Wall St. Rank hold ORA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Ormat Technologies position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 106 Ormat Technologies shares in Q2 2023, an estimated $8.99K.
  • TCI Wealth Advisors first reported a position in Ormat Technologies in Q4 2013 and held it in 10 quarters.
  • TCI Wealth Advisors's Ormat Technologies position peaked at $10K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.