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GeoWealth Management’s Otter Tail OTTR Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-70
Closed -$5.17K – 1572
2024
Q4 		$5.17K Sell
70
-4
-5% -$313 ﹤0.01% 1544
2024
Q3 		$5.78K Buy
+74
New +$6.4K ﹤0.01% 1438

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

GeoWealth Management's OTTR Position: Q1 2025 in Review

GeoWealth Management sold out of Otter Tail (OTTR) in Q1 2025, closing a stake of 70 shares — an estimated $5.17K sold.

GeoWealth Management first reported a position in OTTR in Q3 2024 and held it in 2 quarters. The position peaked at $5.78K in Q3 2024. 333 funds tracked by Wall St. Rank hold OTTR as of Q1 2025.

  • GeoWealth Management reported no remaining Otter Tail position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 70 Otter Tail shares in Q1 2025, an estimated $5.17K.
  • GeoWealth Management first reported a position in Otter Tail in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Otter Tail position peaked at $5.78K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Otter Tail as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.