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Foundations Investment Advisors’s Otter Tail OTTR Stock Holding History

Foundations Investment 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
Q4 		– Sell
-3,311
Closed -$204K – 458
2022
Q3 		$204K Hold
3,311
– – 0.01% 373
2022
Q2 		$224K Hold
3,311
– – 0.01% 350
2022
Q1 		$207K Hold
3,311
– – 0.01% 335
2021
Q4 		$213K Buy
+3,311
New +$214K 0.01% 326

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Foundations Investment Advisors's OTTR Position: Q4 2022 in Review

Foundations Investment Advisors sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 3,311 shares — an estimated $204K sold.

Foundations Investment Advisors first reported a position in OTTR in Q4 2021 and held it in 4 quarters. The position peaked at $224K in Q2 2022. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

  • Foundations Investment Advisors reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,311 Otter Tail shares in Q4 2022, an estimated $204K.
  • Foundations Investment Advisors first reported a position in Otter Tail in Q4 2021 and held it in 4 quarters.
  • Foundations Investment Advisors's Otter Tail position peaked at $224K in Q2 2022.
  • 248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on Foundations Investment Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.