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Householder Group Estate & Retirement Specialist’s Otter Tail OTTR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-456
Closed -$35K – 985
2024
Q3 		$35K Buy
+456
New +$39.5K 0.01% 558

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's OTTR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Otter Tail (OTTR) in Q4 2024, closing a stake of 456 shares — an estimated $35K sold.

Householder Group Estate & Retirement Specialist first reported a position in OTTR in Q3 2024 and held it in 1 quarter. The position peaked at $35K in Q3 2024. 324 funds tracked by Wall St. Rank hold OTTR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Otter Tail position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 456 Otter Tail shares in Q4 2024, an estimated $35K.
  • Householder Group Estate & Retirement Specialist first reported a position in Otter Tail in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Otter Tail position peaked at $35K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held Otter Tail as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.