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Strategic Wealth Partners’s Otter Tail OTTR Stock Holding History

Strategic Wealth Partners’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
Q2 		– Sell
-5,492
Closed -$343K – 271
2022
Q1 		$343K Sell
5,492
-1,844
-25% -$116K 0.07% 203
2021
Q4 		$524K Buy
+7,336
New +$474K 0.1% 187

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
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
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

Strategic Wealth Partners's OTTR Position: Q2 2022 in Review

Strategic Wealth Partners sold out of Otter Tail (OTTR) in Q2 2022, closing a stake of 5,492 shares — an estimated $343K sold.

Strategic Wealth Partners first reported a position in OTTR in Q4 2021 and held it in 2 quarters. The position peaked at $524K in Q4 2021. 248 funds tracked by Wall St. Rank hold OTTR as of Q2 2022.

  • Strategic Wealth Partners reported no remaining Otter Tail position as of Q2 2022 after selling out during the quarter.
  • Strategic Wealth Partners sold 5,492 Otter Tail shares in Q2 2022, an estimated $343K.
  • Strategic Wealth Partners first reported a position in Otter Tail in Q4 2021 and held it in 2 quarters.
  • Strategic Wealth Partners's Otter Tail position peaked at $524K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Otter Tail as of Q2 2022.

Based on Strategic Wealth Partners's 13F filing for Q2 2022, filed 22 Aug 2022.