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SYSTM Wealth Solutions’s Otis Worldwide OTIS Stock Holding History

SYSTM Wealth Solutions’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
-303
Closed -$29.2K – 470
2024
Q2 		$29.2K Sell
303
-684
-69% -$65.9K 0.01% 323
2024
Q1 		$98K Sell
987
-911
-48% -$84.2K 0.01% 479
2023
Q4 		$170K Sell
1,898
-632
-25% -$52.5K 0.02% 400
2023
Q3 		$203K Sell
2,530
-2,856
-53% -$244K 0.03% 436
2023
Q2 		$479K Buy
5,386
+839
+18% +$70.7K 0.06% 317
2023
Q1 		$384K Sell
4,547
-46,673
-91% -$3.86M 0.06% 341
2022
Q4 		$4.01M Buy
+51,220
New +$3.78M 0.5% 50

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's OTIS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 303 shares — an estimated $29.2K sold.

SYSTM Wealth Solutions first reported a position in OTIS in Q4 2022 and held it in 7 quarters. The position peaked at $4.01M in Q4 2022. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 303 Otis Worldwide shares in Q3 2024, an estimated $29.2K.
  • SYSTM Wealth Solutions first reported a position in Otis Worldwide in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Otis Worldwide position peaked at $4.01M in Q4 2022.
  • 1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.