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FinTrust Capital Advisors’s Otis Worldwide OTIS Stock Holding History

FinTrust Capital 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
Q3 		$103K Buy
989
+47
+5% +$4.48K 0.02% 428
2024
Q2 		$90.7K Sell
942
-56
-6% -$5.4K 0.02% 422
2024
Q1 		$99.1K Buy
998
+20
+2% +$1.85K 0.02% 389
2023
Q4 		$87.5K Sell
978
-54
-5% -$4.49K 0.02% 392
2023
Q3 		$82.9K Sell
1,032
-37
-3% -$3.16K 0.02% 382
2023
Q2 		$83.7K Hold
1,069
– – 0.02% 375
2023
Q1 		$83.7K Hold
1,069
– – 0.02% 373
2022
Q4 		$83.7K Sell
1,069
-22
-2% -$1.62K 0.02% 373
2022
Q3 		$73K Hold
1,091
– – 0.02% 442
2022
Q2 		$78K Sell
1,091
-95
-8% -$7K 0.02% 448
2022
Q1 		$91K Hold
1,186
– – 0.02% 446
2021
Q4 		$103K Buy
1,186
+30
+3% +$2.51K 0.02% 414
2021
Q3 		$95K Sell
1,156
-135
-10% -$11.9K 0.03% 429
2021
Q2 		$106K Sell
1,291
-76
-6% -$5.85K 0.03% 414
2021
Q1 		$94K Sell
1,367
-177
-11% -$11.6K 0.03% 429
2020
Q4 		$104K Sell
1,544
-100
-6% -$6.49K 0.03% 376
2020
Q3 		$103K Buy
1,644
+15
+0.9% +$917 0.02% 354
2020
Q2 		$93K Buy
+1,629
New +$84.4K 0.04% 349

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

FinTrust Capital Advisors's OTIS Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Otis Worldwide (OTIS) stake by 5% in Q3 2024, buying an estimated $4.48K and bringing the position to 989 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #428.

FinTrust Capital Advisors first reported a position in OTIS in Q2 2020 and has held it in 18 quarters since. The position peaked at $106K in Q2 2021. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • FinTrust Capital Advisors held 989 shares of Otis Worldwide worth $103K as of Q3 2024.
  • FinTrust Capital Advisors bought 47 Otis Worldwide shares in Q3 2024, an estimated $4.48K.
  • Otis Worldwide made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #428 holding.
  • FinTrust Capital Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 18 quarters since.
  • FinTrust Capital Advisors's Otis Worldwide position peaked at $106K in Q2 2021.
  • 1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.