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FourThought Financial Partners’s Otis Worldwide OTIS Stock Holding History

FourThought Financial Partners’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
Q2 		– Sell
-2,095
Closed -$208K – 282
2024
Q1 		$208K Buy
+2,095
New +$194K 0.02% 305

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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

FourThought Financial Partners's OTIS Position: Q2 2024 in Review

FourThought Financial Partners sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 2,095 shares — an estimated $208K sold.

FourThought Financial Partners first reported a position in OTIS in Q1 2024 and held it in 1 quarter. The position peaked at $208K in Q1 2024. 1,188 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

  • FourThought Financial Partners reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
  • FourThought Financial Partners sold 2,095 Otis Worldwide shares in Q2 2024, an estimated $208K.
  • FourThought Financial Partners first reported a position in Otis Worldwide in Q1 2024 and held it in 1 quarter.
  • FourThought Financial Partners's Otis Worldwide position peaked at $208K in Q1 2024.
  • 1,188 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on FourThought Financial Partners's 13F filing for Q2 2024, filed 13 Aug 2024.