First Personal Financial Services’s Otis Worldwide OTIS Stock Holding History

First Personal Financial Services’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	$10.4K	Hold	100	–	–	﹤0.01%	306
2024 Q2	$9.63K	Hold	100	–	–	﹤0.01%	278
2024 Q1	$9.93K	Hold	100	–	–	﹤0.01%	279
2023 Q4	$8.95K	Hold	100	–	–	﹤0.01%	310
2023 Q3	$8.03K	Hold	100	–	–	﹤0.01%	318
2023 Q2	$8.9K	Hold	100	–	–	﹤0.01%	314
2023 Q1	$8.44K	Hold	100	–	–	﹤0.01%	335
2022 Q4	$7.83K	Hold	100	–	–	﹤0.01%	344
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	371
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	300
2022 Q1	$8K	Sell	100 -1	-1%	-$80	﹤0.01%	309
2021 Q4	$9K	Buy	101 +1	+1%	+$84	﹤0.01%	301
2021 Q3	$8K	Sell	100 -250	-71%	-$22K	﹤0.01%	297
2021 Q2	$29K	Hold	350	–	–	0.01%	229
2021 Q1	$24K	Sell	350 -191	-35%	-$12.5K	0.01%	226
2020 Q4	$37K	Buy	541 +26	+5%	+$1.69K	0.01%	206
2020 Q3	$32K	Sell	515 -225	-30%	-$13.8K	0.01%	208
2020 Q2	$42K	Buy	+740	New	+$38.3K	0.01%	194

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Personal Financial Services's OTIS Position: Q3 2024 in Review

First Personal Financial Services held its Otis Worldwide (OTIS) position steady in Q3 2024 at 100 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

First Personal Financial Services first reported a position in OTIS in Q2 2020 and has held it in 18 quarters since. The position peaked at $42K in Q2 2020. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

First Personal Financial Services held 100 shares of Otis Worldwide worth $10.4K as of Q3 2024.
First Personal Financial Services left its Otis Worldwide share count unchanged in Q3 2024.
Otis Worldwide made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #306 holding.
First Personal Financial Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 18 quarters since.
First Personal Financial Services's Otis Worldwide position peaked at $42K in Q2 2020.
1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.