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Gateway Wealth Partners’s Otter Tail OTTR Stock Holding History

Gateway Wealth Partners’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
2023
Q4 		– Sell
-33,615
Closed -$2.55M – 257
2023
Q3 		$2.55M Buy
33,615
+2,066
+7% +$170K 0.46% 47
2023
Q2 		$2.49M Buy
31,549
+4,278
+16% +$321K 0.45% 49
2023
Q1 		$1.97M Buy
27,271
+5,060
+23% +$336K 0.3% 56
2022
Q4 		$1.3M Buy
+22,211
New +$1.33M 0.22% 58

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Gateway Wealth Partners's OTTR Position: Q4 2023 in Review

Gateway Wealth Partners sold out of Otter Tail (OTTR) in Q4 2023, closing a stake of 33,615 shares — an estimated $2.55M sold.

Gateway Wealth Partners first reported a position in OTTR in Q4 2022 and held it in 4 quarters. The position peaked at $2.55M in Q3 2023. 296 funds tracked by Wall St. Rank hold OTTR as of Q4 2023.

  • Gateway Wealth Partners reported no remaining Otter Tail position as of Q4 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 33,615 Otter Tail shares in Q4 2023, an estimated $2.55M.
  • Gateway Wealth Partners first reported a position in Otter Tail in Q4 2022 and held it in 4 quarters.
  • Gateway Wealth Partners's Otter Tail position peaked at $2.55M in Q3 2023.
  • 296 funds tracked by Wall St. Rank held Otter Tail as of Q4 2023.

Based on Gateway Wealth Partners's 13F filing for Q4 2023, filed 13 Feb 2024.