SWM
OTTR icon

Spire Wealth Management’s Otter Tail OTTR Stock Holding History

Spire Wealth Management’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
Q4 		– Sell
-352
Closed -$22K – 2375
2022
Q3 		$22K Sell
352
-204
-37% -$14.7K ﹤0.01% 1295
2022
Q2 		$37K Hold
556
– – ﹤0.01% 1428
2022
Q1 		$35K Sell
556
-229
-29% -$14.4K ﹤0.01% 1591
2021
Q4 		$56K Hold
785
– – ﹤0.01% 1666
2021
Q3 		$44K Buy
785
+88
+13% +$4.66K ﹤0.01% 1528
2021
Q2 		$34K Hold
697
– – ﹤0.01% 1646
2021
Q1 		$32K Buy
+697
New +$29.8K ﹤0.01% 1948

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spire Wealth Management's OTTR Position: Q4 2022 in Review

Spire Wealth Management sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 352 shares — an estimated $22K sold.

Spire Wealth Management first reported a position in OTTR in Q1 2021 and held it in 7 quarters. The position peaked at $56K in Q4 2021. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

  • Spire Wealth Management reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 352 Otter Tail shares in Q4 2022, an estimated $22K.
  • Spire Wealth Management first reported a position in Otter Tail in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Otter Tail position peaked at $56K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.