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West Tower Group’s Otter Tail OTTR Stock Holding History

West Tower Group’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
-188
Closed -$16K – 397
2023
Q4 		$16K Sell
188
-432
-70% -$33.4K 0.03% 307
2023
Q3 		$47.1K Buy
620
+197
+47% +$16.2K 0.02% 209
2023
Q2 		$33.4K Buy
+423
New +$31.8K 0.02% 274

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

West Tower Group's OTTR Position: Q1 2024 in Review

West Tower Group sold out of Otter Tail (OTTR) in Q1 2024, closing a stake of 188 shares — an estimated $16K sold.

West Tower Group first reported a position in OTTR in Q2 2023 and held it in 3 quarters. The position peaked at $47.1K in Q3 2023. 304 funds tracked by Wall St. Rank hold OTTR as of Q1 2024.

  • West Tower Group reported no remaining Otter Tail position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 188 Otter Tail shares in Q1 2024, an estimated $16K.
  • West Tower Group first reported a position in Otter Tail in Q2 2023 and held it in 3 quarters.
  • West Tower Group's Otter Tail position peaked at $47.1K in Q3 2023.
  • 304 funds tracked by Wall St. Rank held Otter Tail as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.