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Ironwood Financial’s Otis Worldwide OTIS Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-404
Closed -$33K – 403
2021
Q3 		$33K Hold
404
– – 0.01% 232
2021
Q2 		$33K Sell
404
-10
-2% -$770 0.01% 229
2021
Q1 		$28K Hold
414
– – 0.01% 228
2020
Q4 		$28K Buy
414
+384
+1,280% +$24.9K 0.01% 208
2020
Q3 		$2K Hold
30
– – ﹤0.01% 393
2020
Q2 		$2K Buy
+30
New +$1.55K ﹤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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ironwood Financial's OTIS Position: Q4 2021 in Review

Ironwood Financial sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 404 shares — an estimated $33K sold.

Ironwood Financial first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $33K in Q3 2021. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • Ironwood Financial reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 404 Otis Worldwide shares in Q4 2021, an estimated $33K.
  • Ironwood Financial first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • Ironwood Financial's Otis Worldwide position peaked at $33K in Q3 2021.
  • 1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.