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

Redwood 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
2024
Q3 		– Sell
-507
Closed -$48.8K – 806
2024
Q2 		$48.8K Buy
+507
New +$48.9K 0.04% 310

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Redwood Wealth Management Group's OTIS Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 507 shares — an estimated $48.8K sold.

Redwood Wealth Management Group first reported a position in OTIS in Q2 2024 and held it in 1 quarter. The position peaked at $48.8K in Q2 2024. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 507 Otis Worldwide shares in Q3 2024, an estimated $48.8K.
  • Redwood Wealth Management Group first reported a position in Otis Worldwide in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Otis Worldwide position peaked at $48.8K in Q2 2024.
  • 1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.