Partnership Wealth Management’s Otis Worldwide OTIS Stock Holding History

Partnership Wealth Management’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	-12	Closed	-$1.21K	–	145
2024 Q3	$1.21K	Hold	12	–	–	﹤0.01%	185
2024 Q2	$1.12K	Hold	12	–	–	﹤0.01%	207
2024 Q1	$1.15K	Hold	12	–	–	﹤0.01%	205
2023 Q4	$1.02K	Buy	+12	New	+$998	﹤0.01%	206

Other funds holding OTIS

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Partnership Wealth Management's OTIS Position: Q4 2024 in Review

Partnership Wealth Management sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 12 shares — an estimated $1.21K sold.

Partnership Wealth Management first reported a position in OTIS in Q4 2023 and held it in 4 quarters. The position peaked at $1.21K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Partnership Wealth Management reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
Partnership Wealth Management sold 12 Otis Worldwide shares in Q4 2024, an estimated $1.21K.
Partnership Wealth Management first reported a position in Otis Worldwide in Q4 2023 and held it in 4 quarters.
Partnership Wealth Management's Otis Worldwide position peaked at $1.21K in Q3 2024.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.