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Gerber Kawasaki Wealth & Investment Management’s Otis Worldwide OTIS Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-3
Closed -$3K – 836
2021
Q3 		$3K Buy
+3
New +$264 ﹤0.01% 844

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's OTIS Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 3 shares — an estimated $3K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in OTIS in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 1,193 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3 Otis Worldwide shares in Q4 2021, an estimated $3K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Otis Worldwide in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Otis Worldwide position peaked at $3K in Q3 2021.
  • 1,193 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.