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American Portfolios Advisors’s Otter Tail OTTR Stock Holding History

American Portfolios 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
2022
Q3 		$4.18K Hold
68
– – ﹤0.01% 2891
2022
Q2 		$4.57K Hold
68
– – ﹤0.01% 2857
2022
Q1 		$4.25K Hold
68
– – ﹤0.01% 3000
2021
Q4 		$4.86K Buy
+68
New +$4.39K ﹤0.01% 2904

Other funds holding OTTR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Portfolios Advisors's OTTR Position: Q3 2022 in Review

American Portfolios Advisors held its Otter Tail (OTTR) position steady in Q3 2022 at 68 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2891.

American Portfolios Advisors first reported a position in OTTR in Q4 2021 and has held it in 4 quarters since. The position peaked at $4.86K in Q4 2021. 266 funds tracked by Wall St. Rank hold OTTR as of Q3 2022.

  • American Portfolios Advisors held 68 shares of Otter Tail worth $4.18K as of Q3 2022.
  • American Portfolios Advisors left its Otter Tail share count unchanged in Q3 2022.
  • Otter Tail made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2891 holding.
  • American Portfolios Advisors first reported a position in Otter Tail in Q4 2021 and has held it in 4 quarters since.
  • American Portfolios Advisors's Otter Tail position peaked at $4.86K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Otter Tail as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.