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Priebe Wealth Holdings’s Otter Tail OTTR Stock Holding History

Priebe Wealth Holdings’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
-2,624
Closed -$205K – 69
2024
Q3 		$205K Hold
2,624
– – 0.15% 62
2024
Q2 		$230K Hold
2,624
– – 0.18% 49
2024
Q1 		$227K Hold
2,624
– – 0.18% 48
2023
Q4 		$223K Buy
+2,624
New +$203K 0.18% 55

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

Priebe Wealth Holdings's OTTR Position: Q4 2024 in Review

Priebe Wealth Holdings sold out of Otter Tail (OTTR) in Q4 2024, closing a stake of 2,624 shares — an estimated $205K sold.

Priebe Wealth Holdings first reported a position in OTTR in Q4 2023 and held it in 4 quarters. The position peaked at $230K in Q2 2024. 324 funds tracked by Wall St. Rank hold OTTR as of Q4 2024.

  • Priebe Wealth Holdings reported no remaining Otter Tail position as of Q4 2024 after selling out during the quarter.
  • Priebe Wealth Holdings sold 2,624 Otter Tail shares in Q4 2024, an estimated $205K.
  • Priebe Wealth Holdings first reported a position in Otter Tail in Q4 2023 and held it in 4 quarters.
  • Priebe Wealth Holdings's Otter Tail position peaked at $230K in Q2 2024.
  • 324 funds tracked by Wall St. Rank held Otter Tail as of Q4 2024.

Based on Priebe Wealth Holdings's 13F filing for Q4 2024, filed 16 Jan 2025.