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Spectrum Wealth Counsel’s Otis Worldwide OTIS Stock Holding History

Spectrum Wealth Counsel’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
-16
Closed -$1.54K – 428
2024
Q2 		$1.54K Hold
16
– – ﹤0.01% 347
2024
Q1 		$1.59K Buy
+16
New +$1.48K ﹤0.01% 349

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spectrum Wealth Counsel's OTIS Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 16 shares — an estimated $1.54K sold.

Spectrum Wealth Counsel first reported a position in OTIS in Q1 2024 and held it in 2 quarters. The position peaked at $1.59K in Q1 2024. 1,199 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 16 Otis Worldwide shares in Q3 2024, an estimated $1.54K.
  • Spectrum Wealth Counsel first reported a position in Otis Worldwide in Q1 2024 and held it in 2 quarters.
  • Spectrum Wealth Counsel's Otis Worldwide position peaked at $1.59K in Q1 2024.
  • 1,199 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.