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Wetzel Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Wetzel Investment Advisors’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
-75
Closed -$7.45K – 663
2024
Q2 		$7.45K Sell
75
-89
-54% -$8.58K ﹤0.01% 510
2024
Q1 		$15.7K Buy
164
+2
+1% +$185 0.01% 424
2023
Q4 		$14K Buy
+162
New +$13.5K 0.01% 444

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Wetzel Investment Advisors's OTIS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 75 shares — an estimated $7.45K sold.

Wetzel Investment Advisors first reported a position in OTIS in Q4 2023 and held it in 3 quarters. The position peaked at $15.7K in Q1 2024. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 75 Otis Worldwide shares in Q3 2024, an estimated $7.45K.
  • Wetzel Investment Advisors first reported a position in Otis Worldwide in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Otis Worldwide position peaked at $15.7K in Q1 2024.
  • 1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.