Cetera Advisor Networks’s Otter Tail OTTR Stock Holding History

Cetera Advisor Networks’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 Q1	$344K	Sell	3,977 -77	-2%	-$6.69K	﹤0.01%	2184
2023 Q4	$344K	Buy	4,054 +1,211	+43%	+$93.5K	﹤0.01%	2144
2023 Q3	$216K	Sell	2,843 -723	-20%	-$59.4K	﹤0.01%	2379
2023 Q2	$282K	Sell	3,566 -369	-9%	-$27.7K	﹤0.01%	2127
2023 Q1	$284K	Sell	3,935 -437	-10%	-$29K	﹤0.01%	2091
2022 Q4	$257K	Sell	4,372 -136	-3%	-$8.15K	﹤0.01%	2098
2022 Q3	$277K	Sell	4,508 -173	-4%	-$12.5K	﹤0.01%	1656
2022 Q2	$314K	Buy	4,681 +312	+7%	+$19.8K	﹤0.01%	1591
2022 Q1	$273K	Sell	4,369 -435	-9%	-$27.3K	﹤0.01%	1687
2021 Q4	$343K	Buy	4,804 +62	+1%	+$4K	﹤0.01%	1534
2021 Q3	$265K	Hold	4,742	–	–	﹤0.01%	1619
2021 Q2	$231K	Buy	+4,742	New	+$227K	﹤0.01%	1678
2020 Q3	–	Sell	-2,452	Closed	-$95K	–	2465
2020 Q2	$95K	Buy	+2,452	New	+$103K	﹤0.01%	1541
2019 Q2	–	Sell	-4,025	Closed	-$200K	–	1225
2019 Q1	$200K	Buy	+4,025	New	+$198K	0.01%	1060

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cetera Advisor Networks's OTTR Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Otter Tail (OTTR) stake by 1.9% in Q1 2024, selling an estimated $6.69K and leaving 3,977 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Cetera Advisor Networks first reported a position in OTTR in Q1 2019 and has held it in 14 quarters since. The position peaked at $344K in Q4 2023. 303 funds tracked by Wall St. Rank hold OTTR as of Q1 2024.

Cetera Advisor Networks held 3,977 shares of Otter Tail worth $344K as of Q1 2024.
Cetera Advisor Networks sold 77 Otter Tail shares in Q1 2024, an estimated $6.69K.
Otter Tail made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2184 holding.
Cetera Advisor Networks first reported a position in Otter Tail in Q1 2019 and has held it in 14 quarters since.
Cetera Advisor Networks's Otter Tail position peaked at $344K in Q4 2023.
303 funds tracked by Wall St. Rank held Otter Tail as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.