Castle Financial & Retirement Planning Associates’s Otis Worldwide OTIS Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$0	Buy	+4	New	+$335	﹤0.01%	221

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Castle Financial & Retirement Planning Associates's OTIS Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Otis Worldwide (OTIS) in Q4 2021: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #221 among its holdings.

1,193 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

Castle Financial & Retirement Planning Associates held 4 shares of Otis Worldwide worth $0 as of Q4 2021.
Otis Worldwide was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Otis Worldwide made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #221 holding.
1,193 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.