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Stratos Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Stratos 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
Q1 		– Sell
-2,705
Closed -$242K – 709
2023
Q4 		$242K Sell
2,705
-77
-3% -$6.4K 0.01% 605
2023
Q3 		$223K Buy
2,782
+160
+6% +$13.7K 0.01% 597
2023
Q2 		$233K Buy
2,622
+2
+0.1% +$168 0.02% 570
2023
Q1 		$221K Sell
2,620
-1,150
-31% -$95.2K 0.02% 561
2022
Q4 		$295K Buy
+3,770
New +$278K 0.02% 473

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 $3.37T AUM 44.26% 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

Stratos Wealth Advisors's OTIS Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 2,705 shares — an estimated $242K sold.

Stratos Wealth Advisors first reported a position in OTIS in Q4 2022 and held it in 5 quarters. The position peaked at $295K in Q4 2022. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Stratos Wealth Advisors reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 2,705 Otis Worldwide shares in Q1 2024, an estimated $242K.
  • Stratos Wealth Advisors first reported a position in Otis Worldwide in Q4 2022 and held it in 5 quarters.
  • Stratos Wealth Advisors's Otis Worldwide position peaked at $295K in Q4 2022.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.