Wipfli Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Wipfli Financial 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
2022 Q3	$121K	Buy	+1,897	New	+$139K	0.01%	643

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wipfli Financial Advisors's OTIS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Otis Worldwide (OTIS) in Q3 2022: 1,897 shares worth $121K. The stake represents 0.01% of the portfolio and ranks #643 among its holdings.

1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

Wipfli Financial Advisors held 1,897 shares of Otis Worldwide worth $121K as of Q3 2022.
Otis Worldwide was a new Wipfli Financial Advisors position in Q3 2022.
Otis Worldwide made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #643 holding.
1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.