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Kiely Wealth Advisory Group’s Otis Worldwide OTIS Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$14.8K Hold
154
– – 0.01% 174
2024
Q3 		$15.4K Hold
154
– – 0.01% 171
2024
Q2 		$14.2K Buy
154
+54
+54% +$5.2K 0.01% 164
2024
Q1 		$9.31K Hold
100
– – 0.01% 174
2023
Q4 		$8.91K Buy
+100
New +$8.31K 0.01% 178

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Kiely Wealth Advisory Group's OTIS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Otis Worldwide (OTIS) position steady in Q4 2024 at 154 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #174.

Kiely Wealth Advisory Group first reported a position in OTIS in Q4 2023 and has held it in 5 quarters since. The position peaked at $15.4K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Kiely Wealth Advisory Group held 154 shares of Otis Worldwide worth $14.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Otis Worldwide share count unchanged in Q4 2024.
  • Otis Worldwide made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #174 holding.
  • Kiely Wealth Advisory Group first reported a position in Otis Worldwide in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Otis Worldwide position peaked at $15.4K in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.