Wedbush Securities’s Otter Tail OTTR Stock Holding History

Wedbush Securities’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 Q3	–	Sell	-3,061	Closed	-$242K	–	1088
2023 Q2	$242K	Sell	3,061 -385	-11%	-$28.9K	0.01%	851
2023 Q1	$249K	Buy	+3,446	New	+$229K	0.01%	828

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wedbush Securities's OTTR Position: Q3 2023 in Review

Wedbush Securities sold out of Otter Tail (OTTR) in Q3 2023, closing a stake of 3,061 shares — an estimated $242K sold.

Wedbush Securities first reported a position in OTTR in Q1 2023 and held it in 2 quarters. The position peaked at $249K in Q1 2023. 275 funds tracked by Wall St. Rank hold OTTR as of Q3 2023.

Wedbush Securities reported no remaining Otter Tail position as of Q3 2023 after selling out during the quarter.
Wedbush Securities sold 3,061 Otter Tail shares in Q3 2023, an estimated $242K.
Wedbush Securities first reported a position in Otter Tail in Q1 2023 and held it in 2 quarters.
Wedbush Securities's Otter Tail position peaked at $249K in Q1 2023.
275 funds tracked by Wall St. Rank held Otter Tail as of Q3 2023.

Based on Wedbush Securities's 13F filing for Q3 2023, filed 14 Nov 2023.