Ironwood Wealth Management (Arizona)’s Otis Worldwide OTIS Stock Holding History

Ironwood Wealth Management (Arizona)’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
2022 Q4	–	Sell	-1,323	Closed	-$93K	–	54
2022 Q3	$93K	Hold	1,323	–	–	0.04%	38
2022 Q2	$93K	Buy	1,323 +8	+0.6%	+$589	0.04%	38
2022 Q1	$101K	Hold	1,315	–	–	0.04%	39
2021 Q4	$114K	Hold	1,315	–	–	0.05%	34
2021 Q3	$108K	Hold	1,315	–	–	0.05%	34
2021 Q2	$108K	Hold	1,315	–	–	0.06%	34
2021 Q1	$90K	Hold	1,315	–	–	0.06%	31
2020 Q4	$89K	Buy	+1,315	New	+$85.3K	0.06%	31

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s OTIS Position: Q4 2022 in Review

Ironwood Wealth Management (Arizona) sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 1,323 shares — an estimated $93K sold.

Ironwood Wealth Management (Arizona) first reported a position in OTIS in Q4 2020 and held it in 8 quarters. The position peaked at $114K in Q4 2021. 1,106 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

Ironwood Wealth Management (Arizona) reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 1,323 Otis Worldwide shares in Q4 2022, an estimated $93K.
Ironwood Wealth Management (Arizona) first reported a position in Otis Worldwide in Q4 2020 and held it in 8 quarters.
Ironwood Wealth Management (Arizona)'s Otis Worldwide position peaked at $114K in Q4 2021.
1,106 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 14 Feb 2023.