SOA Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

SOA Wealth 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	-40	Closed	-$3.85K	–	854
2024 Q2	$3.85K	Hold	40	–	–	﹤0.01%	622
2024 Q1	$3.97K	Hold	40	–	–	﹤0.01%	633
2023 Q4	$3.58K	Hold	40	–	–	﹤0.01%	638
2023 Q3	$3.21K	Hold	40	–	–	﹤0.01%	667
2023 Q2	$3.56K	Hold	40	–	–	﹤0.01%	659
2023 Q1	$3.38K	Hold	40	–	–	﹤0.01%	669
2022 Q4	$3.13K	Hold	40	–	–	﹤0.01%	682
2022 Q3	$2K	Sell	40 -7	-15%	-$512	﹤0.01%	718
2022 Q2	$3K	Sell	47 -139	-75%	-$10.2K	﹤0.01%	654
2022 Q1	$14K	Hold	186	–	–	﹤0.01%	525
2021 Q4	$16K	Hold	186	–	–	﹤0.01%	487
2021 Q3	$15K	Sell	186 -96	-34%	-$8.44K	﹤0.01%	508
2021 Q2	$23K	Buy	282 +36	+15%	+$2.77K	0.01%	435
2021 Q1	$16K	Sell	246 -2	-0.8%	-$131	﹤0.01%	439
2020 Q4	$16K	Buy	+248	New	+$16.1K	﹤0.01%	441

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SOA Wealth Advisors's OTIS Position: Q3 2024 in Review

SOA Wealth Advisors sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 40 shares — an estimated $3.85K sold.

SOA Wealth Advisors first reported a position in OTIS in Q4 2020 and held it in 15 quarters. The position peaked at $23K in Q2 2021. 1,199 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

SOA Wealth Advisors reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
SOA Wealth Advisors sold 40 Otis Worldwide shares in Q3 2024, an estimated $3.85K.
SOA Wealth Advisors first reported a position in Otis Worldwide in Q4 2020 and held it in 15 quarters.
SOA Wealth Advisors's Otis Worldwide position peaked at $23K in Q2 2021.
1,199 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on SOA Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.