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Heritage Wealth Management (Arizona)’s Otis Worldwide OTIS Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$470 Buy
6
+3
+100% +$221 ﹤0.01% 1052
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1079
2022
Q2 		$212 Hold
3
– – ﹤0.01% 966
2022
Q1 		$0 Buy
+3
New +$240 ﹤0.01% 992
2021
Q3 		$0 Hold
3
– – ﹤0.01% 917
2021
Q2 		$1K Buy
+3
New +$231 ﹤0.01% 874

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s OTIS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Otis Worldwide (OTIS) stake by 100% in Q4 2022, buying an estimated $221 and bringing the position to 6 shares worth $470. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Heritage Wealth Management (Arizona) first reported a position in OTIS in Q2 2021 and has held it in 6 quarters since. The position peaked at $1K in Q2 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 6 shares of Otis Worldwide worth $470 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 3 Otis Worldwide shares in Q4 2022, an estimated $221.
  • Otis Worldwide made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1052 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Otis Worldwide in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Otis Worldwide position peaked at $1K in Q2 2021.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.