SSWM
OTIS icon

Smith Salley Wealth Management’s Otis Worldwide OTIS Stock Holding History

Smith Salley 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
-12,437
Closed -$1.11M – 249
2023
Q4 		$1.11M Buy
+12,437
New +$1.03M 0.07% 131

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Smith Salley Wealth Management's OTIS Position: Q1 2024 in Review

Smith Salley Wealth Management sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 12,437 shares — an estimated $1.11M sold.

Smith Salley Wealth Management first reported a position in OTIS in Q4 2023 and held it in 1 quarter. The position peaked at $1.11M in Q4 2023. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Smith Salley Wealth Management reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 12,437 Otis Worldwide shares in Q1 2024, an estimated $1.11M.
  • Smith Salley Wealth Management first reported a position in Otis Worldwide in Q4 2023 and held it in 1 quarter.
  • Smith Salley Wealth Management's Otis Worldwide position peaked at $1.11M in Q4 2023.
  • 1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Smith Salley Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.