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Paragon Wealth Strategies’s Otis Worldwide OTIS Stock Holding History

Paragon Wealth Strategies’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
2021
Q3 		– Sell
-25
Closed -$2K – 210
2021
Q2 		$2K Buy
+25
New +$1.92K ﹤0.01% 269

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paragon Wealth Strategies's OTIS Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of Otis Worldwide (OTIS) in Q3 2021, closing a stake of 25 shares — an estimated $2K sold.

Paragon Wealth Strategies first reported a position in OTIS in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Paragon Wealth Strategies reported no remaining Otis Worldwide position as of Q3 2021 after selling out during the quarter.
  • Paragon Wealth Strategies sold 25 Otis Worldwide shares in Q3 2021, an estimated $2K.
  • Paragon Wealth Strategies first reported a position in Otis Worldwide in Q2 2021 and held it in 1 quarter.
  • Paragon Wealth Strategies's Otis Worldwide position peaked at $2K in Q2 2021.
  • 1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.