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Avion Wealth’s Otter Tail OTTR Stock Holding History

Avion Wealth’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
2023
Q4 		– Sell
-6
Closed – – 1271
2023
Q3 		$0 Buy
+6
New +$493 ﹤0.01% 1092

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Avion Wealth's OTTR Position: Q4 2023 in Review

Avion Wealth sold out of Otter Tail (OTTR) in Q4 2023, closing a stake of 6 shares.

Avion Wealth first reported a position in OTTR in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 296 funds tracked by Wall St. Rank hold OTTR as of Q4 2023.

  • Avion Wealth reported no remaining Otter Tail position as of Q4 2023 after selling out during the quarter.
  • Avion Wealth sold 6 Otter Tail shares in Q4 2023.
  • Avion Wealth first reported a position in Otter Tail in Q3 2023 and held it in 1 quarter.
  • Avion Wealth's Otter Tail position peaked at $0 in Q3 2023.
  • 296 funds tracked by Wall St. Rank held Otter Tail as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.