AWM
OTIS icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return