B. Riley Wealth Advisors’s Otter Tail OTTR Stock Holding History

B. Riley 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 Q4	–	Sell	-3,557	Closed	-$219K	–	1564
2022 Q3	$219K	Buy	+3,557	New	+$257K	0.01%	1185
2015 Q1	–	Sell	-300	Closed	-$9	–	1539
2014 Q4	$9	Buy	+300	New	+$8.86K	﹤0.01%	2929
2014 Q3	–	Sell	-700	Closed	-$21.2K	–	1498
2014 Q2	$21.2K	Buy	+700	New	+$20.4K	0.01%	1448

Other funds holding OTTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Advisors's OTTR Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 3,557 shares — an estimated $219K sold.

B. Riley Wealth Advisors first reported a position in OTTR in Q2 2014 and held it in 3 quarters. The position peaked at $219K in Q3 2022. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

B. Riley Wealth Advisors reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,557 Otter Tail shares in Q4 2022, an estimated $219K.
B. Riley Wealth Advisors first reported a position in Otter Tail in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's Otter Tail position peaked at $219K in Q3 2022.
248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.