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Optimum Investment Advisors’s Otter Tail OTTR Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-600
Closed -$52.6K – 655
2024
Q2 		$52.6K Hold
600
– – 0.02% 353
2024
Q1 		$51.8K Hold
600
– – 0.02% 363
2023
Q4 		$51K Hold
600
– – 0.03% 350
2023
Q3 		$45.6K Hold
600
– – 0.02% 371
2023
Q2 		$47.4K Hold
600
– – 0.02% 379
2023
Q1 		$43.4K Hold
600
– – 0.02% 386
2022
Q4 		$35.2K Hold
600
– – 0.02% 428
2022
Q3 		$37K Hold
600
– – 0.02% 426
2022
Q2 		$40K Hold
600
– – 0.02% 432
2022
Q1 		$38K Hold
600
– – 0.02% 486
2021
Q4 		$43K Hold
600
– – 0.02% 489
2021
Q3 		$34K Hold
600
– – 0.01% 524
2021
Q2 		$29K Hold
600
– – 0.01% 603
2021
Q1 		$28K Hold
600
– – 0.01% 613
2020
Q4 		$26K Hold
600
– – 0.01% 589
2020
Q3 		$22K Hold
600
– – 0.01% 592
2020
Q2 		$23K Hold
600
– – 0.01% 582
2020
Q1 		$27K Hold
600
– – 0.01% 517
2019
Q4 		$31K Hold
600
– – 0.01% 601
2019
Q3 		$32K Hold
600
– – 0.01% 602
2019
Q2 		$32K Hold
600
– – 0.01% 602
2019
Q1 		$30K Hold
600
– – 0.01% 618
2018
Q4 		$30K Hold
600
– – 0.01% 569
2018
Q3 		$29K Hold
600
– – 0.01% 660
2018
Q2 		$29K Hold
600
– – 0.01% 658
2018
Q1 		$26K Buy
+600
New +$25.1K 0.01% 663
2015
Q1 		$19K Buy
+600
New +$19.1K 0.01% 694

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

Optimum Investment Advisors's OTTR Position: Q3 2024 in Review

Optimum Investment Advisors sold out of Otter Tail (OTTR) in Q3 2024, closing a stake of 600 shares — an estimated $52.6K sold.

Optimum Investment Advisors first reported a position in OTTR in Q1 2015 and held it in 27 quarters. The position peaked at $52.6K in Q2 2024. 328 funds tracked by Wall St. Rank hold OTTR as of Q3 2024.

  • Optimum Investment Advisors reported no remaining Otter Tail position as of Q3 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 600 Otter Tail shares in Q3 2024, an estimated $52.6K.
  • Optimum Investment Advisors first reported a position in Otter Tail in Q1 2015 and held it in 27 quarters.
  • Optimum Investment Advisors's Otter Tail position peaked at $52.6K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held Otter Tail as of Q3 2024.

Based on Optimum Investment Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.