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Resurgent Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Resurgent 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
2023
Q4 		– Sell
-267
Closed -$21.4K – 523
2023
Q3 		$21.4K Sell
267
-112
-30% -$9.58K 0.01% 469
2023
Q2 		$33.7K Hold
379
– – 0.02% 405
2023
Q1 		$32K Sell
379
-46
-11% -$3.81K 0.02% 407
2022
Q4 		$33.3K Buy
+425
New +$31.4K 0.02% 517

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Resurgent Financial Advisors's OTIS Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 267 shares — an estimated $21.4K sold.

Resurgent Financial Advisors first reported a position in OTIS in Q4 2022 and held it in 4 quarters. The position peaked at $33.7K in Q2 2023. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 267 Otis Worldwide shares in Q4 2023, an estimated $21.4K.
  • Resurgent Financial Advisors first reported a position in Otis Worldwide in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's Otis Worldwide position peaked at $33.7K in Q2 2023.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.