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WealthPLAN Partners’s Otis Worldwide OTIS Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-85
Closed -$7.57K – 878
2023
Q2 		$7.57K Hold
85
– – ﹤0.01% 839
2023
Q1 		$7.17K Buy
+85
New +$7.03K ﹤0.01% 936

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's OTIS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 85 shares — an estimated $7.57K sold.

WealthPLAN Partners first reported a position in OTIS in Q1 2023 and held it in 2 quarters. The position peaked at $7.57K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 85 Otis Worldwide shares in Q3 2023, an estimated $7.57K.
  • WealthPLAN Partners first reported a position in Otis Worldwide in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Otis Worldwide position peaked at $7.57K in Q2 2023.
  • 1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.