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Avior Wealth Management’s Otter Tail OTTR Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-193
Closed -$14.3K – 1837
2024
Q4 		$14.3K Sell
193
-23
-11% -$1.8K ﹤0.01% 1509
2024
Q3 		$16.9K Buy
216
+1
+0.5% +$87 ﹤0.01% 1411
2024
Q2 		$18.9K Buy
215
+175
+438% +$15.3K ﹤0.01% 1362
2024
Q1 		$3.46K Buy
+40
New +$3.48K ﹤0.01% 2172

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Avior Wealth Management's OTTR Position: Q1 2025 in Review

Avior Wealth Management sold out of Otter Tail (OTTR) in Q1 2025, closing a stake of 193 shares — an estimated $14.3K sold.

Avior Wealth Management first reported a position in OTTR in Q1 2024 and held it in 4 quarters. The position peaked at $18.9K in Q2 2024. 333 funds tracked by Wall St. Rank hold OTTR as of Q1 2025.

  • Avior Wealth Management reported no remaining Otter Tail position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 193 Otter Tail shares in Q1 2025, an estimated $14.3K.
  • Avior Wealth Management first reported a position in Otter Tail in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Otter Tail position peaked at $18.9K in Q2 2024.
  • 333 funds tracked by Wall St. Rank held Otter Tail as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.