A detailed history of Assetmark, Inc transactions in Otis Worldwide Corp stock. As of the latest transaction made, Assetmark, Inc holds 31 shares of OTIS stock, worth $2,991. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31
Previous 350 91.14%
Holding current value
$2,991
Previous $31,000 90.32%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$85.45 - $100.22 $27,258 - $31,970
-319 Reduced 91.14%
31 $3,000
Q4 2023

Feb 09, 2024

BUY
$75.47 - $90.67 $3,169 - $3,808
42 Added 13.64%
350 $31,000
Q3 2023

Oct 27, 2023

BUY
$79.29 - $90.96 $79 - $90
1 Added 0.33%
308 $24,000
Q1 2023

May 05, 2023

SELL
$79.11 - $86.93 $23,733 - $26,079
-300 Reduced 49.42%
307 $25,000
Q4 2022

Feb 10, 2023

BUY
$64.12 - $80.96 $19,236 - $24,287
300 Added 97.72%
607 $47,000
Q3 2022

Nov 01, 2022

SELL
$63.8 - $81.75 $1,531 - $1,962
-24 Reduced 7.25%
307 $20,000
Q2 2022

Aug 03, 2022

BUY
$67.88 - $77.54 $20,839 - $23,804
307 Added 1279.17%
331 $23,000
Q1 2022

May 13, 2022

SELL
$71.98 - $86.95 $11,372 - $13,738
-158 Reduced 86.81%
24 $2,000
Q4 2021

Feb 14, 2022

BUY
$79.72 - $87.07 $12,994 - $14,192
163 Added 857.89%
182 $16,000
Q3 2021

Nov 12, 2021

SELL
$82.0 - $92.37 $2,624 - $2,955
-32 Reduced 62.75%
19 $2,000
Q2 2021

Aug 16, 2021

BUY
$69.23 - $82.08 $1,592 - $1,887
23 Added 82.14%
51 $4,000
Q1 2021

May 14, 2021

SELL
$62.24 - $69.91 $4,979 - $5,592
-80 Reduced 74.07%
28 $2,000
Q4 2020

Feb 10, 2021

BUY
$58.99 - $67.55 $707 - $810
12 Added 12.5%
108 $7,000
Q3 2020

Nov 13, 2020

BUY
$55.78 - $65.34 $1,450 - $1,698
26 Added 37.14%
96 $6,000
Q2 2020

Aug 11, 2020

BUY
$44.0 - $61.26 $3,080 - $4,288
70 New
70 $4,000

Others Institutions Holding OTIS

About Otis Worldwide Corp


  • Ticker OTIS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 416,585,984
  • Market Cap $40.2B
  • Description
  • Otis Worldwide Corporation manufactures, installs, and services elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and movi...
More about OTIS
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.