Abundance Wealth Counselors’s Otter Tail OTTR Stock Holding History

Abundance Wealth Counselors’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-150	Closed	-$7K	–	261
2021 Q1	$7K	Buy	+150	New	+$6.42K	﹤0.01%	277

Other funds holding OTTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Abundance Wealth Counselors's OTTR Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Otter Tail (OTTR) in Q2 2021, closing a stake of 150 shares — an estimated $7K sold.

Abundance Wealth Counselors first reported a position in OTTR in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 168 funds tracked by Wall St. Rank hold OTTR as of Q2 2021.

Abundance Wealth Counselors reported no remaining Otter Tail position as of Q2 2021 after selling out during the quarter.
Abundance Wealth Counselors sold 150 Otter Tail shares in Q2 2021, an estimated $7K.
Abundance Wealth Counselors first reported a position in Otter Tail in Q1 2021 and held it in 1 quarter.
Abundance Wealth Counselors's Otter Tail position peaked at $7K in Q1 2021.
168 funds tracked by Wall St. Rank held Otter Tail as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.