Meridian Wealth Partners’s Otter Tail OTTR Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-5	Closed	–	–	902
2021 Q1	$0	Buy	+5	New	+$214	﹤0.01%	1418

Other funds holding OTTR

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Meridian Wealth Partners's OTTR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Otter Tail (OTTR) in Q2 2021, closing a stake of 5 shares.

Meridian Wealth Partners first reported a position in OTTR in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 168 funds tracked by Wall St. Rank hold OTTR as of Q2 2021.

Meridian Wealth Partners reported no remaining Otter Tail position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 5 Otter Tail shares in Q2 2021.
Meridian Wealth Partners first reported a position in Otter Tail in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Otter Tail position peaked at $0 in Q1 2021.
168 funds tracked by Wall St. Rank held Otter Tail as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.