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Wipfli Financial Advisors’s Otter Tail OTTR Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$5K Buy
+83
New +$5.99K ﹤0.01% 2085

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wipfli Financial Advisors's OTTR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Otter Tail (OTTR) in Q3 2022: 83 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2085 among its holdings.

265 funds tracked by Wall St. Rank hold OTTR as of Q3 2022.

  • Wipfli Financial Advisors held 83 shares of Otter Tail worth $5K as of Q3 2022.
  • Otter Tail was a new Wipfli Financial Advisors position in Q3 2022.
  • Otter Tail made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2085 holding.
  • 265 funds tracked by Wall St. Rank held Otter Tail as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.