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Ahrens Investment Partners’s Otis Worldwide OTIS Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$45.6K Buy
+541
New +$44.8K 0.02% 338
2022
Q3 		– Sell
-601
Closed -$42K – 680
2022
Q2 		$42K Sell
601
-21
-3% -$1.55K 0.02% 364
2022
Q1 		$48K Hold
622
– – 0.02% 399
2021
Q4 		$54K Buy
+622
New +$52.1K 0.02% 390

Other funds holding OTIS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ahrens Investment Partners's OTIS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Otis Worldwide (OTIS) in Q1 2023: 541 shares worth $45.6K. The stake represents 0.02% of the portfolio and ranks #338 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in OTIS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in OTIS in Q4 2021 and has held it in 4 quarters since. The position peaked at $54K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Ahrens Investment Partners held 541 shares of Otis Worldwide worth $45.6K as of Q1 2023.
  • Otis Worldwide was a new Ahrens Investment Partners position in Q1 2023.
  • Otis Worldwide made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #338 holding.
  • Ahrens Investment Partners first reported a position in Otis Worldwide in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Otis Worldwide position peaked at $54K in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.