Capital Performance Advisors’s Otter Tail OTTR Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-2	Closed	-$156	–	1909
2024 Q3	$156	Buy	+2	New	+$173	﹤0.01%	2612

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Performance Advisors's OTTR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Otter Tail (OTTR) in Q4 2024, closing a stake of 2 shares — an estimated $156 sold.

Capital Performance Advisors first reported a position in OTTR in Q3 2024 and held it in 1 quarter. The position peaked at $156 in Q3 2024. 324 funds tracked by Wall St. Rank hold OTTR as of Q4 2024.

Capital Performance Advisors reported no remaining Otter Tail position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 2 Otter Tail shares in Q4 2024, an estimated $156.
Capital Performance Advisors first reported a position in Otter Tail in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Otter Tail position peaked at $156 in Q3 2024.
324 funds tracked by Wall St. Rank held Otter Tail as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.