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Tyler-Stone Wealth Management’s Ormat Technologies ORA Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-22
Closed -$1.58K – 746
2024
Q2 		$1.58K Hold
22
– – ﹤0.01% 874
2024
Q1 		$1.46K Hold
22
– – ﹤0.01% 867
2023
Q4 		$1.67K Hold
22
– – ﹤0.01% 821
2023
Q3 		$2K Hold
22
– – ﹤0.01% 825
2023
Q2 		$2K Buy
+22
New +$1.86K ﹤0.01% 816
2022
Q4 		$2K Hold
22
– – ﹤0.01% 762
2022
Q3 		$2K Hold
22
– – ﹤0.01% 758
2022
Q2 		$2K Buy
+22
New +$1.74K ﹤0.01% 770

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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Tyler-Stone Wealth Management's ORA Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Ormat Technologies (ORA) in Q3 2024, closing a stake of 22 shares — an estimated $1.58K sold.

Tyler-Stone Wealth Management first reported a position in ORA in Q2 2022 and held it in 8 quarters. The position peaked at $2K in Q3 2023. 282 funds tracked by Wall St. Rank hold ORA as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Ormat Technologies position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 22 Ormat Technologies shares in Q3 2024, an estimated $1.58K.
  • Tyler-Stone Wealth Management first reported a position in Ormat Technologies in Q2 2022 and held it in 8 quarters.
  • Tyler-Stone Wealth Management's Ormat Technologies position peaked at $2K in Q3 2023.
  • 282 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.