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Sequoia Financial Advisors’s Otter Tail OTTR Stock Holding History

Sequoia Financial 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
2025
Q2 		– Sell
-8,242
Closed -$662K – 1630
2025
Q1 		$662K Buy
+8,242
New +$653K 0.01% 757

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Sequoia Financial Advisors's OTTR Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of Otter Tail (OTTR) in Q2 2025, closing a stake of 8,242 shares — an estimated $662K sold.

Sequoia Financial Advisors first reported a position in OTTR in Q1 2025 and held it in 1 quarter. The position peaked at $662K in Q1 2025. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

  • Sequoia Financial Advisors reported no remaining Otter Tail position as of Q2 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,242 Otter Tail shares in Q2 2025, an estimated $662K.
  • Sequoia Financial Advisors first reported a position in Otter Tail in Q1 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's Otter Tail position peaked at $662K in Q1 2025.
  • 345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.