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MFA Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

MFA Wealth 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
Q4 		– Sell
-49
Closed -$5.09K – 291
2024
Q3 		$5.09K Hold
49
– – ﹤0.01% 384
2024
Q2 		$4.72K Buy
+49
New +$4.72K ﹤0.01% 394
2020
Q3 		– Sell
-44
Closed -$2.5K – 158
2020
Q2 		$2.5K Buy
+44
New +$2.28K ﹤0.01% 223

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

MFA Wealth Advisors's OTIS Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 49 shares — an estimated $5.09K sold.

MFA Wealth Advisors first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $5.09K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 49 Otis Worldwide shares in Q4 2024, an estimated $5.09K.
  • MFA Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • MFA Wealth Advisors's Otis Worldwide position peaked at $5.09K in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.