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Venturi Wealth Management’s Otter Tail OTTR Stock Holding History

Venturi 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
2025
Q1 		– Sell
-62
Closed -$4.58K – 1439
2024
Q4 		$4.58K Hold
62
– – ﹤0.01% 1703
2024
Q3 		$4.85K Buy
+62
New +$5.37K ﹤0.01% 1424

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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

Venturi Wealth Management's OTTR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Otter Tail (OTTR) in Q1 2025, closing a stake of 62 shares — an estimated $4.58K sold.

Venturi Wealth Management first reported a position in OTTR in Q3 2024 and held it in 2 quarters. The position peaked at $4.85K in Q3 2024. 333 funds tracked by Wall St. Rank hold OTTR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Otter Tail position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 62 Otter Tail shares in Q1 2025, an estimated $4.58K.
  • Venturi Wealth Management first reported a position in Otter Tail in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Otter Tail position peaked at $4.85K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Otter Tail as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.