Aventail Capital Group’s Otter Tail OTTR Stock Holding History

Aventail Capital Group’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	-16,033	Closed	-$1.39M	–	106
2024 Q1	$1.39M	Buy	+16,033	New	+$1.39M	0.11%	64

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

Aventail Capital Group's OTTR Position: Q2 2024 in Review

Aventail Capital Group sold out of Otter Tail (OTTR) in Q2 2024, closing a stake of 16,033 shares — an estimated $1.39M sold.

Aventail Capital Group first reported a position in OTTR in Q1 2024 and held it in 1 quarter. The position peaked at $1.39M in Q1 2024. 315 funds tracked by Wall St. Rank hold OTTR as of Q2 2024.

Aventail Capital Group reported no remaining Otter Tail position as of Q2 2024 after selling out during the quarter.
Aventail Capital Group sold 16,033 Otter Tail shares in Q2 2024, an estimated $1.39M.
Aventail Capital Group first reported a position in Otter Tail in Q1 2024 and held it in 1 quarter.
Aventail Capital Group's Otter Tail position peaked at $1.39M in Q1 2024.
315 funds tracked by Wall St. Rank held Otter Tail as of Q2 2024.

Based on Aventail Capital Group's 13F filing for Q2 2024, filed 14 Aug 2024.