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 New York $5.72T AUM 30.48% 1-Year Est. Return

ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return