A detailed history of Exencial Wealth Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 4,464 shares of OTIS stock, worth $457,381. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,464
Previous 4,437 0.61%
Holding current value
$457,381
Previous $427,000 8.43%
% of portfolio
0.02%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$91.43 - $104.43 $2,468 - $2,819
27 Added 0.61%
4,464 $463,000
Q2 2024

Aug 12, 2024

SELL
$91.2 - $100.78 $456 - $503
-5 Reduced 0.11%
4,437 $427,000
Q1 2024

May 10, 2024

SELL
$85.45 - $100.22 $1,794 - $2,104
-21 Reduced 0.47%
4,442 $440,000
Q4 2023

Feb 13, 2024

BUY
$75.47 - $90.67 $11,773 - $14,144
156 Added 3.62%
4,463 $399,000
Q3 2023

Nov 08, 2023

SELL
$79.29 - $90.96 $12,527 - $14,371
-158 Reduced 3.54%
4,307 $345,000
Q2 2023

Aug 10, 2023

SELL
$78.49 - $89.01 $38,695 - $43,881
-493 Reduced 9.94%
4,465 $397,000
Q1 2023

May 02, 2023

BUY
$79.11 - $86.93 $1,186 - $1,303
15 Added 0.3%
4,958 $418,000
Q4 2022

Feb 14, 2023

BUY
$64.12 - $80.96 $5,450 - $6,881
85 Added 1.75%
4,943 $387,000
Q3 2022

Nov 08, 2022

SELL
$63.8 - $81.75 $1,595 - $2,043
-25 Reduced 0.51%
4,858 $310,000
Q2 2022

Aug 11, 2022

SELL
$67.88 - $77.54 $746 - $852
-11 Reduced 0.22%
4,883 $345,000
Q1 2022

May 12, 2022

SELL
$71.98 - $86.95 $49,666 - $59,995
-690 Reduced 12.36%
4,894 $377,000
Q4 2021

Feb 10, 2022

BUY
$79.72 - $87.07 $445,156 - $486,198
5,584 New
5,584 $486,000
Q3 2021

Nov 04, 2021

SELL
$82.0 - $92.37 $449,934 - $506,834
-5,487 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$69.23 - $82.08 $2,353 - $2,790
34 Added 0.62%
5,487 $449,000
Q1 2021

May 06, 2021

SELL
$62.24 - $69.91 $29,315 - $32,927
-471 Reduced 7.95%
5,453 $373,000
Q4 2020

Feb 11, 2021

BUY
$58.99 - $67.55 $1,415 - $1,621
24 Added 0.41%
5,924 $400,000
Q3 2020

Nov 13, 2020

BUY
$55.78 - $65.34 $20,192 - $23,653
362 Added 6.54%
5,900 $368,000
Q2 2020

Aug 17, 2020

BUY
$44.0 - $61.26 $243,672 - $339,257
5,538 New
5,538 $315,000

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 $42.7B
  • 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
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