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Dixon Hughes Goodman Wealth Advisors’s Otter Tail OTTR Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$65K Hold
1,041
– – 0.02% 283
2021
Q4 		$74K Buy
+1,041
New +$67.2K 0.02% 231

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's OTTR Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Otter Tail (OTTR) position steady in Q1 2022 at 1,041 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #283.

Dixon Hughes Goodman Wealth Advisors first reported a position in OTTR in Q4 2021 and has held it in 2 quarters since. The position peaked at $74K in Q4 2021. 235 funds tracked by Wall St. Rank hold OTTR as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,041 shares of Otter Tail worth $65K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Otter Tail share count unchanged in Q1 2022.
  • Otter Tail made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #283 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Otter Tail in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Otter Tail position peaked at $74K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Otter Tail as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.