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Holistic Financial Partners’s Otis Worldwide OTIS Stock Holding History

Holistic 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
2023
Q4 		– Sell
-2,597
Closed -$209K – 123
2023
Q3 		$209K Buy
+2,597
New +$222K 0.14% 97

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Holistic Financial Partners's OTIS Position: Q4 2023 in Review

Holistic Financial Partners sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 2,597 shares — an estimated $209K sold.

Holistic Financial Partners first reported a position in OTIS in Q3 2023 and held it in 1 quarter. The position peaked at $209K in Q3 2023. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Holistic Financial Partners reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Holistic Financial Partners sold 2,597 Otis Worldwide shares in Q4 2023, an estimated $209K.
  • Holistic Financial Partners first reported a position in Otis Worldwide in Q3 2023 and held it in 1 quarter.
  • Holistic Financial Partners's Otis Worldwide position peaked at $209K in Q3 2023.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Holistic Financial Partners's 13F filing for Q4 2023, filed 12 Feb 2024.