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Total Clarity Wealth Management’s Otter Tail OTTR Stock Holding History

Total Clarity 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
2023
Q1 		– Sell
-7,144
Closed -$419K – 228
2022
Q4 		$419K Buy
+7,144
New +$428K 0.21% 117

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Total Clarity Wealth Management's OTTR Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Otter Tail (OTTR) in Q1 2023, closing a stake of 7,144 shares — an estimated $419K sold.

Total Clarity Wealth Management first reported a position in OTTR in Q4 2022 and held it in 1 quarter. The position peaked at $419K in Q4 2022. 254 funds tracked by Wall St. Rank hold OTTR as of Q1 2023.

  • Total Clarity Wealth Management reported no remaining Otter Tail position as of Q1 2023 after selling out during the quarter.
  • Total Clarity Wealth Management sold 7,144 Otter Tail shares in Q1 2023, an estimated $419K.
  • Total Clarity Wealth Management first reported a position in Otter Tail in Q4 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Otter Tail position peaked at $419K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held Otter Tail as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.