9258 Wealth Management’s Otis Worldwide OTIS Stock Holding History

9258 Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$278K	Hold	2,679	–	–	0.04%	281
2024 Q2	$258K	Hold	2,679	–	–	0.04%	282
2024 Q1	$266K	Hold	2,679	–	–	0.04%	282
2023 Q4	$240K	Sell	2,679 -57	-2%	-$4.74K	0.04%	282
2023 Q3	$220K	Hold	2,736	–	–	0.04%	287
2023 Q2	$244K	Sell	2,736 -101	-4%	-$8.51K	0.05%	280
2023 Q1	$239K	Sell	2,837 -12	-0.4%	-$993	0.05%	282
2022 Q4	$223K	Buy	+2,849	New	+$210K	0.05%	290
2022 Q3	–	Sell	-2,956	Closed	-$209K	–	339
2022 Q2	$209K	Sell	2,956 -125	-4%	-$9.21K	0.05%	312
2022 Q1	$237K	Sell	3,081 -21	-0.7%	-$1.68K	0.06%	319
2021 Q4	$270K	Buy	3,102 +17	+0.6%	+$1.42K	0.06%	310
2021 Q3	$254K	Buy	3,085 +2	+0.1%	+$176	0.07%	288
2021 Q2	$252K	Sell	3,083 -211	-6%	-$16.2K	0.07%	293
2021 Q1	$225K	Sell	3,294 -138	-4%	-$9.02K	0.07%	291
2020 Q4	$232K	Buy	3,432 +111	+3%	+$7.2K	0.08%	266
2020 Q3	$203K	Buy	+3,321	New	+$203K	0.08%	270

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's OTIS Position: Q3 2024 in Review

9258 Wealth Management held its Otis Worldwide (OTIS) position steady in Q3 2024 at 2,679 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #281.

9258 Wealth Management first reported a position in OTIS in Q3 2020 and has held it in 16 quarters since. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

9258 Wealth Management held 2,679 shares of Otis Worldwide worth $278K as of Q3 2024.
9258 Wealth Management left its Otis Worldwide share count unchanged in Q3 2024.
Otis Worldwide made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #281 holding.
9258 Wealth Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 16 quarters since.
1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.