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Wagner Wealth Management (South Carolina)’s Otis Worldwide OTIS Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q3 		– Sell
-21
Closed -$1.54K – 751
2022
Q2 		$1K Buy
+21
New +$1.55K ﹤0.01% 669
2022
Q1 		– Sell
-20
Closed -$2K – 522
2021
Q4 		$2K Hold
20
– – ﹤0.01% 634
2021
Q3 		$2K Hold
20
– – ﹤0.01% 604
2021
Q2 		$2K Hold
20
– – ﹤0.01% 639
2021
Q1 		$1K Buy
+20
New +$1.31K ﹤0.01% 631

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s OTIS Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 21 shares — an estimated $1.54K sold.

Wagner Wealth Management (South Carolina) first reported a position in OTIS in Q1 2021 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 21 Otis Worldwide shares in Q3 2022, an estimated $1.54K.
  • Wagner Wealth Management (South Carolina) first reported a position in Otis Worldwide in Q1 2021 and held it in 5 quarters.
  • Wagner Wealth Management (South Carolina)'s Otis Worldwide position peaked at $2K in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.