World Equity Group’s Otter Tail OTTR Stock Holding History

World Equity 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
2023 Q2	–	Sell	-27,710	Closed	-$362K	–	492
2023 Q1	$362K	Buy	+27,710	New	+$1.84M	0.05%	331

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

World Equity Group's OTTR Position: Q2 2023 in Review

World Equity Group sold out of Otter Tail (OTTR) in Q2 2023, closing a stake of 27,710 shares — an estimated $362K sold.

World Equity Group first reported a position in OTTR in Q1 2023 and held it in 1 quarter. The position peaked at $362K in Q1 2023. 260 funds tracked by Wall St. Rank hold OTTR as of Q2 2023.

World Equity Group reported no remaining Otter Tail position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 27,710 Otter Tail shares in Q2 2023, an estimated $362K.
World Equity Group first reported a position in Otter Tail in Q1 2023 and held it in 1 quarter.
World Equity Group's Otter Tail position peaked at $362K in Q1 2023.
260 funds tracked by Wall St. Rank held Otter Tail as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.