TWM
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Tradition Wealth Management’s Otis Worldwide OTIS Stock Holding History

Tradition Wealth Management’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
-75
Closed -$7K – 937
2023
Q4 		$7K Sell
75
-5
-6% -$416 ﹤0.01% 1072
2023
Q3 		$6K Sell
80
-8
-9% -$684 ﹤0.01% 1135
2023
Q2 		$8K Buy
88
+13
+17% +$1.09K ﹤0.01% 1094
2023
Q1 		$6K Buy
75
+28
+60% +$2.32K ﹤0.01% 1117
2022
Q4 		$4K Sell
47
-18
-28% -$1.33K ﹤0.01% 1090
2022
Q3 		$4K Hold
65
– – ﹤0.01% 1113
2022
Q2 		$5K Hold
65
– – ﹤0.01% 959
2022
Q1 		$5K Hold
65
– – ﹤0.01% 1039
2021
Q4 		$6K Hold
65
– – ﹤0.01% 1022
2021
Q3 		$5K Hold
65
– – ﹤0.01% 1036
2021
Q2 		$5K Buy
+65
New +$5K ﹤0.01% 1064
2021
Q1 		– Sell
-64
Closed -$4K – 958
2020
Q4 		$4K Buy
+64
New +$4.15K ﹤0.01% 875

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

Tradition Wealth Management's OTIS Position: Q1 2024 in Review

Tradition Wealth Management sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 75 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in OTIS in Q4 2020 and held it in 12 quarters. The position peaked at $8K in Q2 2023. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Tradition Wealth Management reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 75 Otis Worldwide shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in Otis Worldwide in Q4 2020 and held it in 12 quarters.
  • Tradition Wealth Management's Otis Worldwide position peaked at $8K in Q2 2023.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.