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Janiczek Wealth Management’s Otter Tail OTTR Stock Holding History

Janiczek Wealth 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
2024
Q2 		$27.5K Buy
314
+290
+1,208% +$25.4K 0.01% 503
2024
Q1 		$2.1K Hold
24
– – ﹤0.01% 861
2023
Q4 		$2.06K Buy
+24
New +$1.85K ﹤0.01% 855

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

Janiczek Wealth Management's OTTR Position: Q2 2024 in Review

Janiczek Wealth Management increased its Otter Tail (OTTR) stake by 1,208% in Q2 2024, buying an estimated $25.4K and bringing the position to 314 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #503.

Janiczek Wealth Management first reported a position in OTTR in Q4 2023 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold OTTR as of Q2 2024.

  • Janiczek Wealth Management held 314 shares of Otter Tail worth $27.5K as of Q2 2024.
  • Janiczek Wealth Management bought 290 Otter Tail shares in Q2 2024, an estimated $25.4K.
  • Otter Tail made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #503 holding.
  • Janiczek Wealth Management first reported a position in Otter Tail in Q4 2023 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held Otter Tail as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.