IWP
OTIS icon

IAG Wealth Partners’s Otis Worldwide OTIS Stock Holding History

IAG Wealth 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
-136
Closed -$10.9K – 466
2023
Q3 		$10.9K Hold
136
– – ﹤0.01% 286
2023
Q2 		$12.1K Hold
136
– – ﹤0.01% 290
2023
Q1 		$11.5K Buy
+136
New +$11.3K ﹤0.01% 294
2021
Q4 		– Sell
-20
Closed -$2K – 421
2021
Q3 		$2K Hold
20
– – ﹤0.01% 367
2021
Q2 		$2K Hold
20
– – ﹤0.01% 348
2021
Q1 		$2K Hold
20
– – ﹤0.01% 343
2020
Q4 		$2K Hold
20
– – ﹤0.01% 329
2020
Q3 		$2K Hold
20
– – ﹤0.01% 324
2020
Q2 		$2K Buy
+20
New +$1.04K ﹤0.01% 364

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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 $1.47T 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