BerganKDV Wealth Management’s Otter Tail OTTR Stock Holding History

BerganKDV 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
2023 Q2	$86.4K	Buy	1,094 +1	+0.1%	+$75	0.01%	318
2023 Q1	$79K	Hold	1,093	–	–	0.01%	340
2022 Q4	$64.2K	Buy	1,093 +1	+0.1%	+$60	0.01%	355
2022 Q3	$67K	Hold	1,092	–	–	0.01%	340
2022 Q2	$73K	Buy	1,092 +1	+0.1%	+$64	0.01%	339
2022 Q1	$68K	Hold	1,091	–	–	0.01%	361
2021 Q4	$78K	Buy	1,091 +1	+0.1%	+$65	0.01%	364
2021 Q3	$61K	Buy	1,090 +90	+9%	+$4.77K	0.01%	376
2021 Q2	$49K	Hold	1,000	–	–	0.01%	390
2021 Q1	$46K	Hold	1,000	–	–	0.01%	378
2020 Q4	$43K	Hold	1,000	–	–	0.01%	370
2020 Q3	$36K	Hold	1,000	–	–	0.01%	366
2020 Q2	$39K	Hold	1,000	–	–	0.01%	381
2020 Q1	$44K	Hold	1,000	–	–	0.01%	334
2019 Q4	$51K	Hold	1,000	–	–	0.01%	346
2019 Q3	$54K	Hold	1,000	–	–	0.01%	322
2019 Q2	$53K	Hold	1,000	–	–	0.01%	321
2019 Q1	$50K	Hold	1,000	–	–	0.01%	336
2018 Q4	$50K	Hold	1,000	–	–	0.01%	297
2018 Q3	$48K	Hold	1,000	–	–	0.01%	327
2018 Q2	$48K	Buy	+1,000	New	+$45K	0.01%	325

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

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

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

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

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

BerganKDV Wealth Management's OTTR Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Otter Tail (OTTR) stake by 0.09% in Q2 2023, buying an estimated $75 and bringing the position to 1,094 shares worth $86.4K. The position accounts for 0.01% of the portfolio, ranked #318.

BerganKDV Wealth Management first reported a position in OTTR in Q2 2018 and has held it in 21 quarters since. 260 funds tracked by Wall St. Rank hold OTTR as of Q2 2023.

BerganKDV Wealth Management held 1,094 shares of Otter Tail worth $86.4K as of Q2 2023.
BerganKDV Wealth Management bought 1 Otter Tail share in Q2 2023, an estimated $75.
Otter Tail made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #318 holding.
BerganKDV Wealth Management first reported a position in Otter Tail in Q2 2018 and has held it in 21 quarters since.
260 funds tracked by Wall St. Rank held Otter Tail as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.