AE Wealth Management’s Otter Tail OTTR Stock Holding History

AE 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
2025 Q1	–	Sell	-4,662	Closed	-$344K	–	2248
2024 Q4	$344K	Buy	+4,662	New	+$365K	﹤0.01%	1040

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

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

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

AE Wealth Management's OTTR Position: Q1 2025 in Review

AE Wealth Management sold out of Otter Tail (OTTR) in Q1 2025, closing a stake of 4,662 shares — an estimated $344K sold.

AE Wealth Management first reported a position in OTTR in Q4 2024 and held it in 1 quarter. The position peaked at $344K in Q4 2024. 333 funds tracked by Wall St. Rank hold OTTR as of Q1 2025.

AE Wealth Management reported no remaining Otter Tail position as of Q1 2025 after selling out during the quarter.
AE Wealth Management sold 4,662 Otter Tail shares in Q1 2025, an estimated $344K.
AE Wealth Management first reported a position in Otter Tail in Q4 2024 and held it in 1 quarter.
AE Wealth Management's Otter Tail position peaked at $344K in Q4 2024.
333 funds tracked by Wall St. Rank held Otter Tail as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.