Level Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Level Financial Advisors’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	-160	Closed	-$14.3K	–	197
2023 Q4	$14.3K	Hold	160	–	–	0.01%	176
2023 Q3	$12.8K	Hold	160	–	–	0.01%	174
2023 Q2	$14.2K	Hold	160	–	–	0.01%	169
2023 Q1	$13.5K	Hold	160	–	–	0.01%	160
2022 Q4	$13K	Hold	160	–	–	0.01%	151
2022 Q3	$10K	Hold	160	–	–	0.01%	172
2022 Q2	$11K	Hold	160	–	–	0.01%	182
2022 Q1	$12K	Hold	160	–	–	0.01%	149
2021 Q4	$14K	Buy	+160	New	+$13.4K	0.01%	158

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Level Financial Advisors's OTIS Position: Q1 2024 in Review

Level Financial Advisors sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 160 shares — an estimated $14.3K sold.

Level Financial Advisors first reported a position in OTIS in Q4 2021 and held it in 9 quarters. The position peaked at $14.3K in Q4 2023. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Level Financial Advisors reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 160 Otis Worldwide shares in Q1 2024, an estimated $14.3K.
Level Financial Advisors first reported a position in Otis Worldwide in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Otis Worldwide position peaked at $14.3K in Q4 2023.
1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.