RVW Wealth’s Otis Worldwide OTIS Stock Holding History

RVW Wealth’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	-550	Closed	-$44.2K	–	297
2023 Q3	$44.2K	Buy	+550	New	+$47K	0.01%	249

Other funds holding OTIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RVW Wealth's OTIS Position: Q4 2023 in Review

RVW Wealth sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 550 shares — an estimated $44.2K sold.

RVW Wealth first reported a position in OTIS in Q3 2023 and held it in 1 quarter. The position peaked at $44.2K in Q3 2023. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

RVW Wealth reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 550 Otis Worldwide shares in Q4 2023, an estimated $44.2K.
RVW Wealth first reported a position in Otis Worldwide in Q3 2023 and held it in 1 quarter.
RVW Wealth's Otis Worldwide position peaked at $44.2K in Q3 2023.
1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.