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Cetera Advisors’s Otis Worldwide OTIS Stock Holding History

Cetera Advisors’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 		$1.83M Buy
18,463
+5,395
+41% +$499K 0.01% 858
2023
Q4 		$1.17M Buy
13,068
+638
+5% +$53K 0.02% 715
2023
Q3 		$998K Sell
12,430
-202
-2% -$17.3K 0.02% 728
2023
Q2 		$1.12M Buy
12,632
+282
+2% +$23.8K 0.02% 668
2023
Q1 		$1.04M Buy
12,350
+56
+0.5% +$4.63K 0.02% 674
2022
Q4 		$963K Sell
12,294
-1
-0% -$74 0.02% 694
2022
Q3 		$784K Sell
12,295
-132
-1% -$9.66K 0.02% 608
2022
Q2 		$878K Sell
12,427
-241
-2% -$17.8K 0.02% 617
2022
Q1 		$975K Buy
12,668
+14
+0.1% +$1.12K 0.02% 619
2021
Q4 		$1.1M Sell
12,654
-906
-7% -$75.8K 0.02% 562
2021
Q3 		$1.12M Buy
13,560
+1,169
+9% +$103K 0.02% 574
2021
Q2 		$1.01M Buy
12,391
+891
+8% +$68.6K 0.02% 538
2021
Q1 		$787K Buy
11,500
+3,165
+38% +$207K 0.02% 564
2020
Q4 		$563K Sell
8,335
-20
-0.2% -$1.3K 0.02% 597
2020
Q3 		$522K Sell
8,355
-541
-6% -$33.1K 0.02% 546
2020
Q2 		$506K Buy
+8,896
New +$461K 0.02% 529

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cetera Advisors's OTIS Position: Q1 2024 in Review

Cetera Advisors increased its Otis Worldwide (OTIS) stake by 41% in Q1 2024, buying an estimated $499K and bringing the position to 18,463 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #858.

Cetera Advisors first reported a position in OTIS in Q2 2020 and has held it in 16 quarters since. 1,200 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Cetera Advisors held 18,463 shares of Otis Worldwide worth $1.83M as of Q1 2024.
  • Cetera Advisors bought 5,395 Otis Worldwide shares in Q1 2024, an estimated $499K.
  • Otis Worldwide made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #858 holding.
  • Cetera Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 16 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

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