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TD Private Client Wealth’s Otter Tail OTTR Stock Holding History

TD Private Client Wealth’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
-329
Closed -$26.4K – 1485
2025
Q1 		$26.4K Hold
329
– – ﹤0.01% 901
2024
Q4 		$24.3K Buy
329
+68
+26% +$5.33K ﹤0.01% 946
2024
Q3 		$20.4K Hold
261
– – ﹤0.01% 969
2024
Q2 		$22.9K Sell
261
-639
-71% -$55.9K ﹤0.01% 933
2024
Q1 		$77.8K Buy
900
+256
+40% +$22.3K ﹤0.01% 733
2023
Q4 		$54.7K Buy
644
+225
+54% +$17.4K ﹤0.01% 806
2023
Q3 		$31.8K Buy
419
+93
+29% +$7.64K ﹤0.01% 857
2023
Q2 		$25.7K Hold
326
– – ﹤0.01% 910
2023
Q1 		$23.6K Buy
326
+141
+76% +$9.37K ﹤0.01% 914
2022
Q4 		$10.9K Sell
185
-123
-40% -$7.37K ﹤0.01% 1001
2022
Q3 		$18.9K Hold
308
– – ﹤0.01% 924
2022
Q2 		$20.7K Hold
308
– – ﹤0.01% 916
2022
Q1 		$19.3K Buy
+308
New +$19.3K ﹤0.01% 951

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

TD Private Client Wealth's OTTR Position: Q2 2025 in Review

TD Private Client Wealth sold out of Otter Tail (OTTR) in Q2 2025, closing a stake of 329 shares — an estimated $26.4K sold.

TD Private Client Wealth first reported a position in OTTR in Q1 2022 and held it in 13 quarters. The position peaked at $77.8K in Q1 2024. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

  • TD Private Client Wealth reported no remaining Otter Tail position as of Q2 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 329 Otter Tail shares in Q2 2025, an estimated $26.4K.
  • TD Private Client Wealth first reported a position in Otter Tail in Q1 2022 and held it in 13 quarters.
  • TD Private Client Wealth's Otter Tail position peaked at $77.8K in Q1 2024.
  • 345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.