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Arkadios Wealth Advisors’s Otter Tail OTTR Stock Holding History

Arkadios Wealth 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
Q1 		– Sell
-5,517
Closed -$394K – 615
2021
Q4 		$394K Buy
5,517
+52
+1% +$3.36K 0.05% 385
2021
Q3 		$305K Buy
+5,465
New +$290K 0.04% 403

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arkadios Wealth Advisors's OTTR Position: Q1 2022 in Review

Arkadios Wealth Advisors sold out of Otter Tail (OTTR) in Q1 2022, closing a stake of 5,517 shares — an estimated $394K sold.

Arkadios Wealth Advisors first reported a position in OTTR in Q3 2021 and held it in 2 quarters. The position peaked at $394K in Q4 2021. 235 funds tracked by Wall St. Rank hold OTTR as of Q1 2022.

  • Arkadios Wealth Advisors reported no remaining Otter Tail position as of Q1 2022 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 5,517 Otter Tail shares in Q1 2022, an estimated $394K.
  • Arkadios Wealth Advisors first reported a position in Otter Tail in Q3 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Otter Tail position peaked at $394K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Otter Tail as of Q1 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.