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Wealthcare Advisory Partners’s Ormat Technologies ORA Stock Holding History

Wealthcare Advisory 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
2020
Q2 		– Sell
-20
Closed -$1K – 1045
2020
Q1 		$1K Hold
20
– – ﹤0.01% 1421
2019
Q4 		$1K Buy
+20
New +$1.51K ﹤0.01% 1338
2018
Q4 		– Sell
-54
Closed -$3K – 1258
2018
Q3 		$3K Hold
54
– – ﹤0.01% 1082
2018
Q2 		$3K Hold
54
– – ﹤0.01% 1080
2018
Q1 		$3K Buy
+54
New +$3.37K ﹤0.01% 928

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BlackRock
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

Wealthcare Advisory Partners's ORA Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Ormat Technologies (ORA) in Q2 2020, closing a stake of 20 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in ORA in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q3 2018. 207 funds tracked by Wall St. Rank hold ORA as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Ormat Technologies position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 20 Ormat Technologies shares in Q2 2020, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Ormat Technologies in Q1 2018 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Ormat Technologies position peaked at $3K in Q3 2018.
  • 207 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.