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Carroll Financial Associates’s Otter Tail OTTR Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$111K Buy
+1,623
New +$105K 0.01% 509

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carroll Financial Associates's OTTR Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in Otter Tail (OTTR) in Q4 2021: 1,623 shares worth $111K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings.

223 funds tracked by Wall St. Rank hold OTTR as of Q4 2021.

  • Carroll Financial Associates held 1,623 shares of Otter Tail worth $111K as of Q4 2021.
  • Otter Tail was a new Carroll Financial Associates position in Q4 2021.
  • Otter Tail made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #509 holding.
  • 223 funds tracked by Wall St. Rank held Otter Tail as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.