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Northwest Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Northwest 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
Q4 		– Sell
-181
Closed -$18.8K – 399
2024
Q3 		$18.8K Buy
+181
New +$17.2K 0.01% 324
2024
Q1 		– Sell
-180
Closed -$16.1K – 380
2023
Q4 		$16.1K Buy
+180
New +$15K 0.01% 328

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Northwest Financial Advisors's OTIS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 181 shares — an estimated $18.8K sold.

Northwest Financial Advisors first reported a position in OTIS in Q4 2023 and held it in 2 quarters. The position peaked at $18.8K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 181 Otis Worldwide shares in Q4 2024, an estimated $18.8K.
  • Northwest Financial Advisors first reported a position in Otis Worldwide in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Otis Worldwide position peaked at $18.8K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.