Triad Wealth Partners’s Ormat Technologies ORA Stock Holding History

Triad 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 Q3	–	Sell	-19	Closed	-$1.36K	–	633
2024 Q2	$1.36K	Buy	+19	New	+$1.32K	﹤0.01%	830

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

GACM

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

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

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Triad Wealth Partners's ORA Position: Q3 2024 in Review

Triad Wealth Partners sold out of Ormat Technologies (ORA) in Q3 2024, closing a stake of 19 shares — an estimated $1.36K sold.

Triad Wealth Partners first reported a position in ORA in Q2 2024 and held it in 1 quarter. The position peaked at $1.36K in Q2 2024. 282 funds tracked by Wall St. Rank hold ORA as of Q3 2024.

Triad Wealth Partners reported no remaining Ormat Technologies position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 19 Ormat Technologies shares in Q3 2024, an estimated $1.36K.
Triad Wealth Partners first reported a position in Ormat Technologies in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Ormat Technologies position peaked at $1.36K in Q2 2024.
282 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.