Accurate Wealth Management’s Otter Tail OTTR Stock Holding History

Accurate Wealth Management’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
2023 Q1	–	Sell	-155	Closed	-$9.47K	–	1040
2022 Q4	$9.47K	Buy	+155	New	+$9.29K	﹤0.01%	875

Other funds holding OTTR

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Accurate Wealth Management's OTTR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Otter Tail (OTTR) in Q1 2023, closing a stake of 155 shares — an estimated $9.47K sold.

Accurate Wealth Management first reported a position in OTTR in Q4 2022 and held it in 1 quarter. The position peaked at $9.47K in Q4 2022. 254 funds tracked by Wall St. Rank hold OTTR as of Q1 2023.

Accurate Wealth Management reported no remaining Otter Tail position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 155 Otter Tail shares in Q1 2023, an estimated $9.47K.
Accurate Wealth Management first reported a position in Otter Tail in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Otter Tail position peaked at $9.47K in Q4 2022.
254 funds tracked by Wall St. Rank held Otter Tail as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.