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Glassman Wealth Services’s Otter Tail OTTR Stock Holding History

Glassman Wealth Services’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
-7
Closed – – 2007
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1895
2022
Q2 		$0 Buy
7
+3
+75% +$191 ﹤0.01% 1913
2022
Q1 		$0 Buy
+4
New +$251 ﹤0.01% 1866
2020
Q3 		– Sell
-72
Closed -$3K – 1447
2020
Q2 		$3K Buy
+72
New +$3.03K ﹤0.01% 780
2020
Q1 		– Sell
-7
Closed – – 1441
2019
Q4 		$0 Buy
+7
New +$363 ﹤0.01% 1400

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

Glassman Wealth Services's OTTR Position: Q4 2022 in Review

Glassman Wealth Services sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 7 shares.

Glassman Wealth Services first reported a position in OTTR in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q2 2020. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

  • Glassman Wealth Services reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 7 Otter Tail shares in Q4 2022.
  • Glassman Wealth Services first reported a position in Otter Tail in Q4 2019 and held it in 5 quarters.
  • Glassman Wealth Services's Otter Tail position peaked at $3K in Q2 2020.
  • 248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.