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First Community Trust’s Otter Tail OTTR Stock Holding History

First Community Trust’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
-200
Closed -$17.3K – 310
2024
Q1 		$17.3K Hold
200
– – 0.02% 211
2023
Q4 		$17K Hold
200
– – 0.02% 210
2023
Q3 		$15.2K Hold
200
– – 0.02% 215
2023
Q2 		$15.8K Hold
200
– – 0.02% 218
2023
Q1 		$14.5K Hold
200
– – 0.02% 215
2022
Q4 		$12K Hold
200
– – 0.01% 233
2022
Q3 		$12K Hold
200
– – 0.02% 212
2022
Q2 		$13K Hold
200
– – 0.02% 260
2022
Q1 		$13K Hold
200
– – 0.01% 279
2021
Q4 		$14.3K Buy
+200
New +$12.9K 0.01% 279

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

First Community Trust's OTTR Position: Q2 2024 in Review

First Community Trust sold out of Otter Tail (OTTR) in Q2 2024, closing a stake of 200 shares — an estimated $17.3K sold.

First Community Trust first reported a position in OTTR in Q4 2021 and held it in 10 quarters. The position peaked at $17.3K in Q1 2024. 315 funds tracked by Wall St. Rank hold OTTR as of Q2 2024.

  • First Community Trust reported no remaining Otter Tail position as of Q2 2024 after selling out during the quarter.
  • First Community Trust sold 200 Otter Tail shares in Q2 2024, an estimated $17.3K.
  • First Community Trust first reported a position in Otter Tail in Q4 2021 and held it in 10 quarters.
  • First Community Trust's Otter Tail position peaked at $17.3K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held Otter Tail as of Q2 2024.

Based on First Community Trust's 13F filing for Q2 2024, filed 15 Jul 2024.