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Tyler-Stone Wealth Management’s Otis Worldwide OTIS Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-86
Closed -$8.28K – 748
2024
Q2 		$8.28K Hold
86
– – ﹤0.01% 681
2024
Q1 		$8.54K Hold
86
– – ﹤0.01% 678
2023
Q4 		$7.69K Hold
86
– – ﹤0.01% 673
2023
Q3 		$7K Hold
86
– – ﹤0.01% 671
2023
Q2 		$8K Buy
+86
New +$7.25K ﹤0.01% 650
2022
Q4 		$7K Hold
86
– – ﹤0.01% 614
2022
Q3 		$5K Hold
86
– – ﹤0.01% 646
2022
Q2 		$6K Buy
86
+44
+105% +$3.24K ﹤0.01% 640
2022
Q1 		$3K Hold
42
– – ﹤0.01% 727
2021
Q4 		$4K Buy
+42
New +$3.52K ﹤0.01% 734

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tyler-Stone Wealth Management's OTIS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 86 shares — an estimated $8.28K sold.

Tyler-Stone Wealth Management first reported a position in OTIS in Q4 2021 and held it in 10 quarters. The position peaked at $8.54K in Q1 2024. 1,199 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 86 Otis Worldwide shares in Q3 2024, an estimated $8.28K.
  • Tyler-Stone Wealth Management first reported a position in Otis Worldwide in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Otis Worldwide position peaked at $8.54K in Q1 2024.
  • 1,199 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.