1776 Wealth’s Otis Worldwide OTIS Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-590	Closed	-$33K	–	253
2020 Q2	$33K	Buy	+590	New	+$30.6K	0.02%	214

Other funds holding OTIS

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

1776 Wealth's OTIS Position: Q3 2020 in Review

1776 Wealth sold out of Otis Worldwide (OTIS) in Q3 2020, closing a stake of 590 shares — an estimated $33K sold.

1776 Wealth first reported a position in OTIS in Q2 2020 and held it in 1 quarter. The position peaked at $33K in Q2 2020. 1,111 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

1776 Wealth reported no remaining Otis Worldwide position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 590 Otis Worldwide shares in Q3 2020, an estimated $33K.
1776 Wealth first reported a position in Otis Worldwide in Q2 2020 and held it in 1 quarter.
1776 Wealth's Otis Worldwide position peaked at $33K in Q2 2020.
1,111 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.