Altium Wealth Management’s Otis Worldwide OTIS Stock Holding History

Altium 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
2022 Q2	$242K	Buy	3,425 +28	+0.8%	+$2.06K	0.02%	325
2022 Q1	$261K	Sell	3,397 -67	-2%	-$5.36K	0.02%	327
2021 Q4	$302K	Sell	3,464 -173	-5%	-$14.5K	0.02%	321
2021 Q3	$299K	Hold	3,637	–	–	0.02%	312
2021 Q2	$297K	Sell	3,637 -11	-0.3%	-$847	0.02%	321
2021 Q1	$250K	Sell	3,648 -161	-4%	-$10.5K	0.02%	326
2020 Q4	$257K	Sell	3,809 -47	-1%	-$3.05K	0.02%	307
2020 Q3	$241K	Sell	3,856 -585	-13%	-$35.8K	0.03%	297
2020 Q2	$253K	Buy	+4,441	New	+$230K	0.03%	281

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altium Wealth Management's OTIS Position: Q2 2022 in Review

Altium Wealth Management increased its Otis Worldwide (OTIS) stake by 0.82% in Q2 2022, buying an estimated $2.06K and bringing the position to 3,425 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #325.

Altium Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 9 quarters since. The position peaked at $302K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

Altium Wealth Management held 3,425 shares of Otis Worldwide worth $242K as of Q2 2022.
Altium Wealth Management bought 28 Otis Worldwide shares in Q2 2022, an estimated $2.06K.
Otis Worldwide made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #325 holding.
Altium Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 9 quarters since.
Altium Wealth Management's Otis Worldwide position peaked at $302K in Q4 2021.
1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.