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Focused Wealth Management’s Otter Tail OTTR Stock Holding History

Focused Wealth 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
2022
Q2 		– Sell
-21
Closed -$1K – 1031
2022
Q1 		$1K Hold
21
– – ﹤0.01% 912
2021
Q4 		$2K Hold
21
– – ﹤0.01% 819
2021
Q3 		$1K Buy
+21
New +$1.11K ﹤0.01% 920

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

Focused Wealth Management's OTTR Position: Q2 2022 in Review

Focused Wealth Management sold out of Otter Tail (OTTR) in Q2 2022, closing a stake of 21 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in OTTR in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 248 funds tracked by Wall St. Rank hold OTTR as of Q2 2022.

  • Focused Wealth Management reported no remaining Otter Tail position as of Q2 2022 after selling out during the quarter.
  • Focused Wealth Management sold 21 Otter Tail shares in Q2 2022, an estimated $1K.
  • Focused Wealth Management first reported a position in Otter Tail in Q3 2021 and held it in 3 quarters.
  • Focused Wealth Management's Otter Tail position peaked at $2K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Otter Tail as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.