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Register Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Register 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
Q3 		– Sell
-580
Closed -$55.8K – 575
2024
Q2 		$55.8K Hold
580
– – 0.03% 332
2024
Q1 		$57.6K Buy
+580
New +$53.6K 0.03% 326
2023
Q4 		– Sell
-800
Closed -$64.2K – 529
2023
Q3 		$64.2K Hold
800
– – 0.05% 239
2023
Q2 		$71.2K Buy
800
+150
+23% +$12.6K 0.05% 230
2023
Q1 		$54.9K Buy
650
+200
+44% +$16.6K 0.04% 237
2022
Q4 		$35.2K Buy
+450
New +$33.2K 0.02% 434

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Register Financial Advisors's OTIS Position: Q3 2024 in Review

Register Financial Advisors sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 580 shares — an estimated $55.8K sold.

Register Financial Advisors first reported a position in OTIS in Q4 2022 and held it in 6 quarters. The position peaked at $71.2K in Q2 2023. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Register Financial Advisors reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 580 Otis Worldwide shares in Q3 2024, an estimated $55.8K.
  • Register Financial Advisors first reported a position in Otis Worldwide in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's Otis Worldwide position peaked at $71.2K in Q2 2023.
  • 1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.