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Cetera Advisor Networks’s Otis Worldwide OTIS Stock Holding History

Cetera Advisor Networks’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 		$2.09M Buy
21,045
+341
+2% +$31.5K 0.01% 1005
2023
Q4 		$1.85M Buy
20,704
+187
+0.9% +$15.5K 0.01% 998
2023
Q3 		$1.65M Sell
20,517
-485
-2% -$41.5K 0.01% 987
2023
Q2 		$1.87M Sell
21,002
-291
-1% -$24.5K 0.01% 888
2023
Q1 		$1.8M Buy
21,293
+1,205
+6% +$99.7K 0.01% 894
2022
Q4 		$1.57M Buy
20,088
+3,286
+20% +$243K 0.01% 933
2022
Q3 		$1.07M Sell
16,802
-774
-4% -$56.6K 0.01% 849
2022
Q2 		$1.24M Sell
17,576
-60
-0.3% -$4.42K 0.02% 788
2022
Q1 		$1.36M Sell
17,636
-331
-2% -$26.5K 0.02% 775
2021
Q4 		$1.56M Buy
17,967
+685
+4% +$57.3K 0.02% 700
2021
Q3 		$1.42M Buy
17,282
+2,398
+16% +$211K 0.02% 681
2021
Q2 		$1.22M Buy
14,884
+2,926
+24% +$225K 0.02% 736
2021
Q1 		$819K Sell
11,958
-899
-7% -$58.8K 0.02% 654
2020
Q4 		$868K Sell
12,857
-1,041
-7% -$67.5K 0.02% 586
2020
Q3 		$868K Sell
13,898
-560
-4% -$34.3K 0.02% 523
2020
Q2 		$822K Buy
+14,458
New +$749K 0.02% 522

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cetera Advisor Networks's OTIS Position: Q1 2024 in Review

Cetera Advisor Networks increased its Otis Worldwide (OTIS) stake by 1.6% in Q1 2024, buying an estimated $31.5K and bringing the position to 21,045 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #1005.

Cetera Advisor Networks first reported a position in OTIS in Q2 2020 and has held it in 16 quarters since. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Cetera Advisor Networks held 21,045 shares of Otis Worldwide worth $2.09M as of Q1 2024.
  • Cetera Advisor Networks bought 341 Otis Worldwide shares in Q1 2024, an estimated $31.5K.
  • Otis Worldwide made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1005 holding.
  • Cetera Advisor Networks first reported a position in Otis Worldwide in Q2 2020 and has held it in 16 quarters since.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.