AlphaMark Advisors’s Otter Tail OTTR Stock Holding History

AlphaMark Advisors’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
2024 Q2	–	Sell	-3,583	Closed	-$310K	–	804
2024 Q1	$310K	Buy	+3,583	New	+$311K	0.11%	150
2023 Q4	–	Sell	-3,293	Closed	-$250K	–	768
2023 Q3	$250K	Buy	+3,293	New	+$270K	0.11%	141

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AlphaMark Advisors's OTTR Position: Q2 2024 in Review

AlphaMark Advisors sold out of Otter Tail (OTTR) in Q2 2024, closing a stake of 3,583 shares — an estimated $310K sold.

AlphaMark Advisors first reported a position in OTTR in Q3 2023 and held it in 2 quarters. The position peaked at $310K in Q1 2024. 315 funds tracked by Wall St. Rank hold OTTR as of Q2 2024.

AlphaMark Advisors reported no remaining Otter Tail position as of Q2 2024 after selling out during the quarter.
AlphaMark Advisors sold 3,583 Otter Tail shares in Q2 2024, an estimated $310K.
AlphaMark Advisors first reported a position in Otter Tail in Q3 2023 and held it in 2 quarters.
AlphaMark Advisors's Otter Tail position peaked at $310K in Q1 2024.
315 funds tracked by Wall St. Rank held Otter Tail as of Q2 2024.

Based on AlphaMark Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.