TFO Wealth Partners’s Otis Worldwide OTIS Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-2	Closed	-$199	–	559
2024 Q1	$199	Hold	2	–	–	﹤0.01%	489
2023 Q4	$179	Sell	2 -2	-50%	-$166	﹤0.01%	671
2023 Q3	$356	Buy	4 +2	+100%	+$171	﹤0.01%	582
2023 Q2	$178	Hold	2	–	–	﹤0.01%	539
2023 Q1	$169	Sell	2 -18	-90%	-$1.49K	﹤0.01%	521
2022 Q4	$559	Buy	+20	New	+$1.48K	﹤0.01%	466
2021 Q4	–	Sell	-26	Closed	-$2K	–	181
2021 Q3	$2K	Buy	+26	New	+$2.29K	﹤0.01%	129
2020 Q4	–	Sell	-12	Closed	-$1K	–	144
2020 Q3	$1K	Buy	+12	New	+$734	﹤0.01%	146

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

TFO Wealth Partners's OTIS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 2 shares — an estimated $199 sold.

TFO Wealth Partners first reported a position in OTIS in Q3 2020 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

TFO Wealth Partners reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 2 Otis Worldwide shares in Q2 2024, an estimated $199.
TFO Wealth Partners first reported a position in Otis Worldwide in Q3 2020 and held it in 8 quarters.
TFO Wealth Partners's Otis Worldwide position peaked at $2K in Q3 2021.
1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.