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Glassman Wealth Services’s Otis Worldwide OTIS Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-803
Closed -$71.8K – 1317
2023
Q4 		$71.8K Sell
803
-8
-1% -$665 0.01% 365
2023
Q3 		$65.1K Sell
811
-14
-2% -$1.2K 0.01% 360
2023
Q2 		$73.4K Sell
825
-60
-7% -$5.05K 0.01% 321
2023
Q1 		$74.7K Buy
885
+36
+4% +$2.98K 0.01% 317
2022
Q4 		$66.5K Sell
849
-112
-12% -$8.27K 0.01% 354
2022
Q3 		$61K Buy
961
+88
+10% +$6.44K 0.01% 342
2022
Q2 		$62K Buy
873
+45
+5% +$3.31K 0.01% 345
2022
Q1 		$64K Sell
828
-801
-49% -$64K 0.01% 349
2021
Q4 		$142K Buy
1,629
+50
+3% +$4.18K 0.03% 200
2021
Q3 		$130K Buy
1,579
+1,240
+366% +$109K 0.03% 203
2021
Q2 		$28K Buy
339
+49
+17% +$3.77K 0.01% 477
2021
Q1 		$20K Sell
290
-5
-2% -$327 ﹤0.01% 532
2020
Q4 		$20K Buy
295
+18
+6% +$1.17K ﹤0.01% 528
2020
Q3 		$17K Sell
277
-245
-47% -$15K ﹤0.01% 476
2020
Q2 		$30K Buy
+522
New +$27K 0.01% 323

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Glassman Wealth Services's OTIS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 803 shares — an estimated $71.8K sold.

Glassman Wealth Services first reported a position in OTIS in Q2 2020 and held it in 15 quarters. The position peaked at $142K in Q4 2021. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 803 Otis Worldwide shares in Q1 2024, an estimated $71.8K.
  • Glassman Wealth Services first reported a position in Otis Worldwide in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's Otis Worldwide position peaked at $142K in Q4 2021.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.