Tradition Wealth Management’s Otter Tail OTTR Stock Holding History

Tradition 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
2024 Q1	–	Sell	-339	Closed	-$29K	–	939
2023 Q4	$29K	Hold	339	–	–	﹤0.01%	759
2023 Q3	$26K	Hold	339	–	–	﹤0.01%	778
2023 Q2	$27K	Hold	339	–	–	﹤0.01%	802
2023 Q1	$24K	Hold	339	–	–	﹤0.01%	795
2022 Q4	$20K	Hold	339	–	–	﹤0.01%	751
2022 Q3	$21K	Hold	339	–	–	﹤0.01%	745
2022 Q2	$23K	Hold	339	–	–	﹤0.01%	624
2022 Q1	$21K	Sell	339 -300	-47%	-$18.8K	﹤0.01%	702
2021 Q4	$46K	Buy	639 +300	+88%	+$19.4K	0.01%	546
2021 Q3	$19K	Hold	339	–	–	﹤0.01%	744
2021 Q2	$17K	Hold	339	–	–	﹤0.01%	801
2021 Q1	$16K	Buy	339 +263	+346%	+$11.3K	﹤0.01%	684
2020 Q4	$3K	Buy	+76	New	+$3.1K	﹤0.01%	904

Other funds holding OTTR

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

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Tradition Wealth Management's OTTR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Otter Tail (OTTR) in Q1 2024, closing a stake of 339 shares — an estimated $29K sold.

Tradition Wealth Management first reported a position in OTTR in Q4 2020 and held it in 13 quarters. The position peaked at $46K in Q4 2021. 304 funds tracked by Wall St. Rank hold OTTR as of Q1 2024.

Tradition Wealth Management reported no remaining Otter Tail position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 339 Otter Tail shares in Q1 2024, an estimated $29K.
Tradition Wealth Management first reported a position in Otter Tail in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Otter Tail position peaked at $46K in Q4 2021.
304 funds tracked by Wall St. Rank held Otter Tail as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.