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Fiduciary Alliance’s Otis Worldwide OTIS Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-284
Closed -$25.3K – 687
2023
Q2 		$25.3K Buy
+284
New +$23.9K 0.01% 410
2023
Q1 		– Sell
-148
Closed -$11.6K – 625
2022
Q4 		$11.6K Buy
+148
New +$10.9K ﹤0.01% 386

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fiduciary Alliance's OTIS Position: Q3 2023 in Review

Fiduciary Alliance sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 284 shares — an estimated $25.3K sold.

Fiduciary Alliance first reported a position in OTIS in Q4 2022 and held it in 2 quarters. The position peaked at $25.3K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • Fiduciary Alliance reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 284 Otis Worldwide shares in Q3 2023, an estimated $25.3K.
  • Fiduciary Alliance first reported a position in Otis Worldwide in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Otis Worldwide position peaked at $25.3K in Q2 2023.
  • 1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.