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Castle Wealth Management’s Otis Worldwide OTIS Stock Holding History

Castle 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
2022
Q4 		– Sell
-340
Closed -$22K – 457
2022
Q3 		$22K Sell
340
-112
-25% -$8.19K 0.01% 319
2022
Q2 		$32K Buy
+452
New +$33.3K 0.02% 268

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Castle Wealth Management's OTIS Position: Q4 2022 in Review

Castle Wealth Management sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 340 shares — an estimated $22K sold.

Castle Wealth Management first reported a position in OTIS in Q2 2022 and held it in 2 quarters. The position peaked at $32K in Q2 2022. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • Castle Wealth Management reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 340 Otis Worldwide shares in Q4 2022, an estimated $22K.
  • Castle Wealth Management first reported a position in Otis Worldwide in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Otis Worldwide position peaked at $32K in Q2 2022.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.