Crewe Advisors’s Otter Tail OTTR Stock Holding History

Crewe 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	–	Sell	-23	Closed	-$1.96K	–	987
2023 Q4	$1.96K	Buy	+23	New	+$1.78K	﹤0.01%	297

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

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

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

Crewe Advisors's OTTR Position: Q1 2024 in Review

Crewe Advisors sold out of Otter Tail (OTTR) in Q1 2024, closing a stake of 23 shares — an estimated $1.96K sold.

Crewe Advisors first reported a position in OTTR in Q4 2023 and held it in 1 quarter. The position peaked at $1.96K in Q4 2023. 304 funds tracked by Wall St. Rank hold OTTR as of Q1 2024.

Crewe Advisors reported no remaining Otter Tail position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 23 Otter Tail shares in Q1 2024, an estimated $1.96K.
Crewe Advisors first reported a position in Otter Tail in Q4 2023 and held it in 1 quarter.
Crewe Advisors's Otter Tail position peaked at $1.96K in Q4 2023.
304 funds tracked by Wall St. Rank held Otter Tail as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.