Atlas Private Wealth Management’s Otis Worldwide OTIS Stock Holding History

Atlas Private 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 Q1	$235K	Buy	2,371 +5	+0.2%	+$462	0.1%	113
2023 Q4	$212K	Buy	+2,366	New	+$197K	0.1%	115
2023 Q3	–	Sell	-2,366	Closed	-$211K	–	117
2023 Q2	$211K	Buy	+2,366	New	+$199K	0.11%	116
2021 Q2	–	Sell	-1,094	Closed	-$75K	–	297
2021 Q1	$75K	Sell	1,094 -457	-29%	-$29.9K	0.05%	162
2020 Q4	$105K	Sell	1,551 -113	-7%	-$7.33K	0.07%	148
2020 Q3	$104K	Buy	1,664 +27	+2%	+$1.65K	0.08%	144
2020 Q2	$93K	Buy	+1,637	New	+$84.8K	0.07%	155

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

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atlas Private Wealth Management's OTIS Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Otis Worldwide (OTIS) stake by 0.21% in Q1 2024, buying an estimated $462 and bringing the position to 2,371 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #113.

Atlas Private Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 7 quarters since. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Atlas Private Wealth Management held 2,371 shares of Otis Worldwide worth $235K as of Q1 2024.
Atlas Private Wealth Management bought 5 Otis Worldwide shares in Q1 2024, an estimated $462.
Otis Worldwide made up 0.1% of Atlas Private Wealth Management's portfolio in Q1 2024, its #113 holding.
Atlas Private Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 7 quarters since.
1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.