Focused Wealth Management’s Otis Worldwide OTIS Stock Holding History

Focused Wealth Management’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	–	Sell	-84	Closed	-$7.48K	–	715
2023 Q4	$7.48K	Buy	84 +1	+1%	+$83	﹤0.01%	599
2023 Q3	$6.71K	Hold	83	–	–	﹤0.01%	600
2023 Q2	$7.43K	Hold	83	–	–	﹤0.01%	601
2023 Q1	$7.04K	Hold	83	–	–	﹤0.01%	603
2022 Q4	$6.52K	Hold	83	–	–	﹤0.01%	598
2022 Q3	$5K	Hold	83	–	–	﹤0.01%	629
2022 Q2	$6K	Hold	83	–	–	﹤0.01%	591
2022 Q1	$6K	Hold	83	–	–	﹤0.01%	645
2021 Q4	$7K	Hold	83	–	–	﹤0.01%	647
2021 Q3	$7K	Hold	83	–	–	﹤0.01%	662
2021 Q2	$7K	Buy	83 +1	+1%	+$77	﹤0.01%	664
2021 Q1	$6K	Hold	82	–	–	﹤0.01%	682
2020 Q4	$6K	Sell	82 -12	-13%	-$778	﹤0.01%	635
2020 Q3	$6K	Buy	94 +3	+3%	+$183	﹤0.01%	584
2020 Q2	$5K	Buy	+91	New	+$4.71K	﹤0.01%	588

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Focused Wealth Management's OTIS Position: Q1 2024 in Review

Focused Wealth Management sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 84 shares — an estimated $7.48K sold.

Focused Wealth Management first reported a position in OTIS in Q2 2020 and held it in 15 quarters. The position peaked at $7.48K in Q4 2023. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Focused Wealth Management reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 84 Otis Worldwide shares in Q1 2024, an estimated $7.48K.
Focused Wealth Management first reported a position in Otis Worldwide in Q2 2020 and held it in 15 quarters.
Focused Wealth Management's Otis Worldwide position peaked at $7.48K in Q4 2023.
1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.