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ICA Group Wealth Management’s Otis Worldwide OTIS Stock Holding History

ICA Group Wealth Management’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
-18
Closed -$1.61K – 1404
2023
Q4 		$1.61K Buy
+18
New +$1.5K ﹤0.01% 1200
2023
Q3 		– Sell
-18
Closed -$1.6K – 899
2023
Q2 		$1.6K Sell
18
-3
-14% -$253 ﹤0.01% 1150
2023
Q1 		$1.77K Sell
21
-16
-43% -$1.32K ﹤0.01% 1100
2022
Q4 		$2.97K Buy
+37
New +$2.73K ﹤0.01% 1060

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ICA Group Wealth Management's OTIS Position: Q1 2024 in Review

ICA Group Wealth Management sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 18 shares — an estimated $1.61K sold.

ICA Group Wealth Management first reported a position in OTIS in Q4 2022 and held it in 4 quarters. The position peaked at $2.97K in Q4 2022. 1,200 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • ICA Group Wealth Management reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 18 Otis Worldwide shares in Q1 2024, an estimated $1.61K.
  • ICA Group Wealth Management first reported a position in Otis Worldwide in Q4 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's Otis Worldwide position peaked at $2.97K in Q4 2022.
  • 1,200 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.