WR Wealth Planners’s Otis Worldwide OTIS Stock Holding History

WR Wealth Planners’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 Q4	$6.85K	Buy	74 +4	+6%	+$401	﹤0.01%	640
2024 Q3	$7.28K	Hold	70	–	–	﹤0.01%	679
2024 Q2	$6.74K	Buy	70 +7	+11%	+$675	﹤0.01%	666
2024 Q1	$6.25K	Buy	+63	New	+$5.82K	﹤0.01%	677
2023 Q4	–	Sell	-50	Closed	-$4.02K	–	640
2023 Q3	$4.02K	Hold	50	–	–	﹤0.01%	702
2023 Q2	$4.45K	Sell	50 -6	-11%	-$505	﹤0.01%	695
2023 Q1	$4.73K	Buy	56 +6	+12%	+$496	﹤0.01%	684
2022 Q4	$3.92K	Hold	50	–	–	﹤0.01%	352
2022 Q3	$3.19K	Hold	50	–	–	﹤0.01%	355
2022 Q2	$3.53K	Hold	50	–	–	﹤0.01%	378
2022 Q1	$3.85K	Buy	+50	New	+$4K	﹤0.01%	378

Other funds holding OTIS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's OTIS Position: Q4 2024 in Review

WR Wealth Planners increased its Otis Worldwide (OTIS) stake by 5.7% in Q4 2024, buying an estimated $401 and bringing the position to 74 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

WR Wealth Planners first reported a position in OTIS in Q1 2022 and has held it in 11 quarters since. The position peaked at $7.28K in Q3 2024. 1,231 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

WR Wealth Planners held 74 shares of Otis Worldwide worth $6.85K as of Q4 2024.
WR Wealth Planners bought 4 Otis Worldwide shares in Q4 2024, an estimated $401.
Otis Worldwide made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #640 holding.
WR Wealth Planners first reported a position in Otis Worldwide in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Otis Worldwide position peaked at $7.28K in Q3 2024.
1,231 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.