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Provence Wealth Management Group’s Otis Worldwide OTIS Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$4.29K Hold
48
– – ﹤0.01% 369
2023
Q3 		$3.85K Buy
+48
New +$4.11K ﹤0.01% 378

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Provence Wealth Management Group's OTIS Position: Q4 2023 in Review

Provence Wealth Management Group held its Otis Worldwide (OTIS) position steady in Q4 2023 at 48 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Provence Wealth Management Group first reported a position in OTIS in Q3 2023 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Provence Wealth Management Group held 48 shares of Otis Worldwide worth $4.29K as of Q4 2023.
  • Provence Wealth Management Group left its Otis Worldwide share count unchanged in Q4 2023.
  • Otis Worldwide made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #369 holding.
  • Provence Wealth Management Group first reported a position in Otis Worldwide in Q3 2023 and has held it in 2 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.