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TFO Wealth Partners’s Ormat Technologies ORA Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$199 – 555
2024
Q1 		$199 Hold
3
– – ﹤0.01% 488
2023
Q4 		$227 Hold
3
– – ﹤0.01% 601
2023
Q3 		$241 Hold
3
– – ﹤0.01% 734
2023
Q2 		$241 Hold
3
– – ﹤0.01% 457
2023
Q1 		$254 Buy
3
+1
+50% +$88 ﹤0.01% 419
2022
Q4 		$136 Buy
+2
New +$180 ﹤0.01% 709

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

TFO Wealth Partners's ORA Position: Q2 2024 in Review

TFO Wealth Partners sold out of Ormat Technologies (ORA) in Q2 2024, closing a stake of 3 shares — an estimated $199 sold.

TFO Wealth Partners first reported a position in ORA in Q4 2022 and held it in 6 quarters. The position peaked at $254 in Q1 2023. 280 funds tracked by Wall St. Rank hold ORA as of Q2 2024.

  • TFO Wealth Partners reported no remaining Ormat Technologies position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Ormat Technologies shares in Q2 2024, an estimated $199.
  • TFO Wealth Partners first reported a position in Ormat Technologies in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Ormat Technologies position peaked at $254 in Q1 2023.
  • 280 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.