AWM
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Accel Wealth Management’s Otis Worldwide OTIS Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-449
Closed -$37.9K – 647
2023
Q1 		$37.9K Hold
449
– – 0.02% 543
2022
Q4 		$35.1K Buy
449
+1
+0.2% +$74 0.02% 420
2022
Q3 		$30K Buy
448
+65
+17% +$4.75K 0.02% 466
2022
Q2 		$27K Hold
383
– – 0.02% 470
2022
Q1 		$29K Sell
383
-12
-3% -$959 0.02% 475
2021
Q4 		$34K Buy
395
+197
+99% +$16.5K 0.02% 454
2021
Q3 		$16K Sell
198
-197
-50% -$17.3K 0.01% 549
2021
Q2 		$32K Hold
395
– – 0.02% 425
2021
Q1 		$27K Sell
395
-361
-48% -$23.6K 0.02% 436
2020
Q4 		$51K Buy
+756
New +$49K 0.05% 291

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Accel Wealth Management's OTIS Position: Q2 2023 in Review

Accel Wealth Management sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 449 shares — an estimated $37.9K sold.

Accel Wealth Management first reported a position in OTIS in Q4 2020 and held it in 10 quarters. The position peaked at $51K in Q4 2020. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Accel Wealth Management reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 449 Otis Worldwide shares in Q2 2023, an estimated $37.9K.
  • Accel Wealth Management first reported a position in Otis Worldwide in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Otis Worldwide position peaked at $51K in Q4 2020.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.