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Cetera Advisors’s Otter Tail OTTR Stock Holding History

Cetera 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
Q1 		$270K Buy
+3,125
New +$272K ﹤0.01% 2001

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cetera Advisors's OTTR Position: Q1 2024 in Review

Cetera Advisors opened a new position in Otter Tail (OTTR) in Q1 2024: 3,125 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #2001 among its holdings.

304 funds tracked by Wall St. Rank hold OTTR as of Q1 2024.

  • Cetera Advisors held 3,125 shares of Otter Tail worth $270K as of Q1 2024.
  • Otter Tail was a new Cetera Advisors position in Q1 2024.
  • Otter Tail made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2001 holding.
  • 304 funds tracked by Wall St. Rank held Otter Tail as of Q1 2024.

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