ACG Wealth’s Otis Worldwide OTIS Stock Holding History

ACG 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
2022 Q3	–	Sell	-1,363	Closed	-$96K	–	779
2022 Q2	$96K	Buy	+1,363	New	+$100K	0.02%	339

Other funds holding OTIS

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ACG Wealth's OTIS Position: Q3 2022 in Review

ACG Wealth sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 1,363 shares — an estimated $96K sold.

ACG Wealth first reported a position in OTIS in Q2 2022 and held it in 1 quarter. The position peaked at $96K in Q2 2022. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

ACG Wealth reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 1,363 Otis Worldwide shares in Q3 2022, an estimated $96K.
ACG Wealth first reported a position in Otis Worldwide in Q2 2022 and held it in 1 quarter.
ACG Wealth's Otis Worldwide position peaked at $96K in Q2 2022.
1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.