Atala Financial’s Otter Tail OTTR Stock Holding History

Atala Financial’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 Q2	–	Sell	-74	Closed	-$5.95K	–	352
2025 Q1	$5.95K	Hold	74	–	–	﹤0.01%	392
2024 Q4	$5.46K	Buy	+74	New	+$5.79K	﹤0.01%	413

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

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

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

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

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

Atala Financial's OTTR Position: Q2 2025 in Review

Atala Financial sold out of Otter Tail (OTTR) in Q2 2025, closing a stake of 74 shares — an estimated $5.95K sold.

Atala Financial first reported a position in OTTR in Q4 2024 and held it in 2 quarters. The position peaked at $5.95K in Q1 2025. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

Atala Financial reported no remaining Otter Tail position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 74 Otter Tail shares in Q2 2025, an estimated $5.95K.
Atala Financial first reported a position in Otter Tail in Q4 2024 and held it in 2 quarters.
Atala Financial's Otter Tail position peaked at $5.95K in Q1 2025.
345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.