Financial Gravity Asset Management’s Otter Tail OTTR Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-1	Closed	-$112	–	2122
2024 Q1	$112	Buy	+1	New	+$87	﹤0.01%	1717
2023 Q3	–	Sell	-79	Closed	-$143	–	1608
2023 Q2	$143	Buy	+79	New	+$5.93K	﹤0.01%	1246
2023 Q1	–	Sell	-59	Closed	-$1.17K	–	1499
2022 Q4	$1.17K	Buy	+59	New	+$3.53K	0.01%	641
2022 Q3	–	Sell	-134	Closed	-$4	–	866
2022 Q2	$4	Buy	134 +8	+6%	+$509	﹤0.01%	704
2022 Q1	$4	Sell	126 -16	-11%	-$1K	﹤0.01%	826
2021 Q4	$46	Buy	+142	New	+$9.17K	﹤0.01%	724
2019 Q2	–	Sell	-60	Closed	-$3K	–	1546
2019 Q1	$3K	Buy	+60	New	+$2.95K	﹤0.01%	860
2018 Q3	$0	Buy	+3	New	+$145	﹤0.01%	1554

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Financial Gravity Asset Management's OTTR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Otter Tail (OTTR) in Q2 2024, closing a stake of 1 share — an estimated $112 sold.

Financial Gravity Asset Management first reported a position in OTTR in Q3 2018 and held it in 8 quarters. The position peaked at $3K in Q1 2019. 315 funds tracked by Wall St. Rank hold OTTR as of Q2 2024.

Financial Gravity Asset Management reported no remaining Otter Tail position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Otter Tail share in Q2 2024, an estimated $112.
Financial Gravity Asset Management first reported a position in Otter Tail in Q3 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Otter Tail position peaked at $3K in Q1 2019.
315 funds tracked by Wall St. Rank held Otter Tail as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.