Goodwin Investment Advisory’s Otter Tail OTTR Stock Holding History

Goodwin Investment Advisory’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 Q1	–	Sell	-180	Closed	-$10.6K	–	174
2022 Q4	$10.6K	Buy	+180	New	+$10.8K	0.01%	155

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goodwin Investment Advisory's OTTR Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Otter Tail (OTTR) in Q1 2023, closing a stake of 180 shares — an estimated $10.6K sold.

Goodwin Investment Advisory first reported a position in OTTR in Q4 2022 and held it in 1 quarter. The position peaked at $10.6K in Q4 2022. 254 funds tracked by Wall St. Rank hold OTTR as of Q1 2023.

Goodwin Investment Advisory reported no remaining Otter Tail position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 180 Otter Tail shares in Q1 2023, an estimated $10.6K.
Goodwin Investment Advisory first reported a position in Otter Tail in Q4 2022 and held it in 1 quarter.
Goodwin Investment Advisory's Otter Tail position peaked at $10.6K in Q4 2022.
254 funds tracked by Wall St. Rank held Otter Tail as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.