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Wealthspire Advisors (Maryland)’s Ormat Technologies ORA Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-123
Closed -$7K – 2532
2018
Q1 		$7K Sell
123
-50
-29% -$3.12K ﹤0.01% 1690
2017
Q4 		$11K Sell
173
-34
-16% -$2.16K ﹤0.01% 1555
2017
Q3 		$13K Hold
207
– – ﹤0.01% 1478
2017
Q2 		$12K Hold
207
– – ﹤0.01% 1472
2017
Q1 		$12K Buy
+207
New +$11.5K ﹤0.01% 1273
2016
Q2 		– Sell
-65
Closed -$3K – 1779
2016
Q1 		$3K Buy
+65
New +$2.41K ﹤0.01% 1463

Other funds holding ORA

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ORA Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Ormat Technologies (ORA) in Q2 2018, closing a stake of 123 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in ORA in Q1 2016 and held it in 6 quarters. The position peaked at $13K in Q3 2017. 175 funds tracked by Wall St. Rank hold ORA as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Ormat Technologies position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 123 Ormat Technologies shares in Q2 2018, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Ormat Technologies in Q1 2016 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Ormat Technologies position peaked at $13K in Q3 2017.
  • 175 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.