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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 – 460
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 – 419
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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

IAG Wealth Partners's OTIS Position: Q4 2023 in Review

IAG Wealth Partners sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 136 shares — an estimated $10.9K sold.

IAG Wealth Partners first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $12.1K in Q2 2023. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • IAG Wealth Partners reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 136 Otis Worldwide shares in Q4 2023, an estimated $10.9K.
  • IAG Wealth Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
  • IAG Wealth Partners's Otis Worldwide position peaked at $12.1K in Q2 2023.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.