WesBanco Bank’s Otter Tail OTTR Stock Holding History

WesBanco Bank’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 Q3	–	Sell	-9,273	Closed	-$812K	–	630
2024 Q2	$812K	Hold	9,273	–	–	0.03%	337
2024 Q1	$801K	Buy	+9,273	New	+$806K	0.03%	337
2023 Q4	–	Sell	-9,273	Closed	-$704K	–	500
2023 Q3	$704K	Hold	9,273	–	–	0.03%	338
2023 Q2	$732K	Hold	9,273	–	–	0.03%	325
2023 Q1	$670K	Hold	9,273	–	–	0.03%	348
2022 Q4	$544K	Buy	+9,273	New	+$556K	0.02%	392

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

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

WesBanco Bank's OTTR Position: Q3 2024 in Review

WesBanco Bank sold out of Otter Tail (OTTR) in Q3 2024, closing a stake of 9,273 shares — an estimated $812K sold.

WesBanco Bank first reported a position in OTTR in Q4 2022 and held it in 6 quarters. The position peaked at $812K in Q2 2024. 328 funds tracked by Wall St. Rank hold OTTR as of Q3 2024.

WesBanco Bank reported no remaining Otter Tail position as of Q3 2024 after selling out during the quarter.
WesBanco Bank sold 9,273 Otter Tail shares in Q3 2024, an estimated $812K.
WesBanco Bank first reported a position in Otter Tail in Q4 2022 and held it in 6 quarters.
WesBanco Bank's Otter Tail position peaked at $812K in Q2 2024.
328 funds tracked by Wall St. Rank held Otter Tail as of Q3 2024.

Based on WesBanco Bank's 13F filing for Q3 2024, filed 11 Oct 2024.