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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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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