WAS
ORA icon

WESPAC Advisors SoCal’s Ormat Technologies ORA Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-100
Closed -$5K – 232
2019
Q1 		$5K Buy
+100
New +$5.55K ﹤0.01% 286

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WESPAC Advisors SoCal's ORA Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Ormat Technologies (ORA) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

WESPAC Advisors SoCal first reported a position in ORA in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 170 funds tracked by Wall St. Rank hold ORA as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Ormat Technologies position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 100 Ormat Technologies shares in Q2 2019, an estimated $5K.
  • WESPAC Advisors SoCal first reported a position in Ormat Technologies in Q1 2019 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Ormat Technologies position peaked at $5K in Q1 2019.
  • 170 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.