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Mirabella Financial Services’s Otter Tail OTTR Stock Holding History

Mirabella Financial 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
Q2 		– Sell
-3,500
Closed -$219K – 646
2022
Q1 		$219K Buy
+3,500
New +$220K 0.02% 388

Other funds holding OTTR

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BlackRock New York $5.72T AUM 30.48% 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
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

Mirabella Financial Services's OTTR Position: Q2 2022 in Review

Mirabella Financial Services sold out of Otter Tail (OTTR) in Q2 2022, closing a stake of 3,500 shares — an estimated $219K sold.

Mirabella Financial Services first reported a position in OTTR in Q1 2022 and held it in 1 quarter. The position peaked at $219K in Q1 2022. 248 funds tracked by Wall St. Rank hold OTTR as of Q2 2022.

  • Mirabella Financial Services reported no remaining Otter Tail position as of Q2 2022 after selling out during the quarter.
  • Mirabella Financial Services sold 3,500 Otter Tail shares in Q2 2022, an estimated $219K.
  • Mirabella Financial Services first reported a position in Otter Tail in Q1 2022 and held it in 1 quarter.
  • Mirabella Financial Services's Otter Tail position peaked at $219K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held Otter Tail as of Q2 2022.

Based on Mirabella Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.