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RFP Financial Group’s Otter Tail OTTR Stock Holding History

RFP Financial Group’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
-15
Closed -$1.31K – 582
2024
Q2 		$1.31K Hold
15
– – ﹤0.01% 772
2024
Q1 		$1.3K Hold
15
– – ﹤0.01% 737
2023
Q4 		$1.27K Hold
15
– – ﹤0.01% 745
2023
Q3 		$1.14K Hold
15
– – ﹤0.01% 759
2023
Q2 		$1.18K Hold
15
– – ﹤0.01% 793
2023
Q1 		$1.08K Hold
15
– – ﹤0.01% 622
2022
Q4 		$881 Buy
+15
New +$899 ﹤0.01% 799

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

RFP Financial Group's OTTR Position: Q3 2024 in Review

RFP Financial Group sold out of Otter Tail (OTTR) in Q3 2024, closing a stake of 15 shares — an estimated $1.31K sold.

RFP Financial Group first reported a position in OTTR in Q4 2022 and held it in 7 quarters. The position peaked at $1.31K in Q2 2024. 328 funds tracked by Wall St. Rank hold OTTR as of Q3 2024.

  • RFP Financial Group reported no remaining Otter Tail position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 15 Otter Tail shares in Q3 2024, an estimated $1.31K.
  • RFP Financial Group first reported a position in Otter Tail in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Otter Tail position peaked at $1.31K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held Otter Tail as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.