Snowden Capital Advisors’s Otter Tail OTTR Stock Holding History

Snowden Capital 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
2022 Q3	–	Sell	-3,119	Closed	-$209K	–	1155
2022 Q2	$209K	Buy	+3,119	New	+$198K	0.01%	1032
2022 Q1	–	Sell	-2,106	Closed	-$150K	–	1750
2021 Q4	$150K	Buy	+2,106	New	+$136K	0.01%	729

Other funds holding OTTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Snowden Capital Advisors's OTTR Position: Q3 2022 in Review

Snowden Capital Advisors sold out of Otter Tail (OTTR) in Q3 2022, closing a stake of 3,119 shares — an estimated $209K sold.

Snowden Capital Advisors first reported a position in OTTR in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q2 2022. 265 funds tracked by Wall St. Rank hold OTTR as of Q3 2022.

Snowden Capital Advisors reported no remaining Otter Tail position as of Q3 2022 after selling out during the quarter.
Snowden Capital Advisors sold 3,119 Otter Tail shares in Q3 2022, an estimated $209K.
Snowden Capital Advisors first reported a position in Otter Tail in Q4 2021 and held it in 2 quarters.
Snowden Capital Advisors's Otter Tail position peaked at $209K in Q2 2022.
265 funds tracked by Wall St. Rank held Otter Tail as of Q3 2022.

Based on Snowden Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.