Legacy Financial Group (Iowa)
OTIS icon

Legacy Financial Group (Iowa)’s Otis Worldwide OTIS Stock Holding History

Legacy Financial Group (Iowa)’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
-49
Closed -$3.94K – 365
2023
Q3 		$3.94K Buy
+49
New +$4.19K ﹤0.01% 411

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Legacy Financial Group (Iowa)'s OTIS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 49 shares — an estimated $3.94K sold.

Legacy Financial Group (Iowa) first reported a position in OTIS in Q3 2023 and held it in 1 quarter. The position peaked at $3.94K in Q3 2023. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 49 Otis Worldwide shares in Q4 2023, an estimated $3.94K.
  • Legacy Financial Group (Iowa) first reported a position in Otis Worldwide in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Otis Worldwide position peaked at $3.94K in Q3 2023.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.