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Focus Partners Advisor Solutions’s Otter Tail OTTR Stock Holding History

Focus Partners Advisor Solutions’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
Q4 		– Sell
-2,874
Closed -$225K – 848
2024
Q3 		$225K Sell
2,874
-10
-0.3% -$865 ﹤0.01% 686
2024
Q2 		$253K Sell
2,884
-753
-21% -$65.9K 0.01% 536
2024
Q1 		$314K Buy
+3,637
New +$316K 0.01% 452

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Focus Partners Advisor Solutions's OTTR Position: Q4 2024 in Review

Focus Partners Advisor Solutions sold out of Otter Tail (OTTR) in Q4 2024, closing a stake of 2,874 shares — an estimated $225K sold.

Focus Partners Advisor Solutions first reported a position in OTTR in Q1 2024 and held it in 3 quarters. The position peaked at $314K in Q1 2024. 324 funds tracked by Wall St. Rank hold OTTR as of Q4 2024.

  • Focus Partners Advisor Solutions reported no remaining Otter Tail position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 2,874 Otter Tail shares in Q4 2024, an estimated $225K.
  • Focus Partners Advisor Solutions first reported a position in Otter Tail in Q1 2024 and held it in 3 quarters.
  • Focus Partners Advisor Solutions's Otter Tail position peaked at $314K in Q1 2024.
  • 324 funds tracked by Wall St. Rank held Otter Tail as of Q4 2024.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2024, filed 18 Feb 2025.