Scissortail Wealth Management’s Otis Worldwide OTIS Stock Holding History

Scissortail Wealth Management’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 Q1	–	Sell	-3,229	Closed	-$288K	–	186
2023 Q4	$288K	Buy	+3,229	New	+$268K	0.09%	130
2023 Q1	–	Sell	-4,429	Closed	-$369K	–	102
2022 Q4	$369K	Buy	+4,429	New	+$327K	0.21%	82

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Scissortail Wealth Management's OTIS Position: Q1 2024 in Review

Scissortail Wealth Management sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 3,229 shares — an estimated $288K sold.

Scissortail Wealth Management first reported a position in OTIS in Q4 2022 and held it in 2 quarters. The position peaked at $369K in Q4 2022. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Scissortail Wealth Management reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
Scissortail Wealth Management sold 3,229 Otis Worldwide shares in Q1 2024, an estimated $288K.
Scissortail Wealth Management first reported a position in Otis Worldwide in Q4 2022 and held it in 2 quarters.
Scissortail Wealth Management's Otis Worldwide position peaked at $369K in Q4 2022.
1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.