Traverso Chambers Private Wealth Management’s Otis Worldwide OTIS Stock Holding History

Traverso Chambers Private 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
2023 Q4	$366K	Hold	4,086	–	–	0.09%	91
2023 Q3	$328K	Hold	4,086	–	–	0.09%	91
2023 Q2	$364K	Hold	4,086	–	–	0.1%	84
2023 Q1	$345K	Hold	4,086	–	–	0.09%	85
2022 Q4	$320K	Hold	4,086	–	–	0.09%	86
2022 Q3	$261K	Hold	4,086	–	–	0.08%	92
2022 Q2	$289K	Hold	4,086	–	–	0.1%	89
2022 Q1	$314K	Hold	4,086	–	–	0.09%	95
2021 Q4	$356K	Hold	4,086	–	–	0.11%	91
2021 Q3	$336K	Hold	4,086	–	–	0.1%	88
2021 Q2	$334K	Hold	4,086	–	–	0.11%	87
2021 Q1	$280K	Hold	4,086	–	–	0.09%	96
2020 Q4	$276K	Sell	4,086 -46	-1%	-$2.98K	0.1%	88
2020 Q3	$258K	Hold	4,132	–	–	0.1%	88
2020 Q2	$235K	Buy	+4,132	New	+$214K	0.1%	87

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Traverso Chambers Private Wealth Management's OTIS Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its Otis Worldwide (OTIS) position steady in Q4 2023 at 4,086 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #91.

Traverso Chambers Private Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

Traverso Chambers Private Wealth Management held 4,086 shares of Otis Worldwide worth $366K as of Q4 2023.
Traverso Chambers Private Wealth Management left its Otis Worldwide share count unchanged in Q4 2023.
Otis Worldwide made up 0.09% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #91 holding.
Traverso Chambers Private Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.