Altus Wealth Group’s Otis Worldwide OTIS Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-746	Closed	-$50K	–	597
2020 Q4	$50K	Buy	+746	New	+$48.4K	0.05%	219

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Altus Wealth Group's OTIS Position: Q1 2021 in Review

Altus Wealth Group sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 746 shares — an estimated $50K sold.

Altus Wealth Group first reported a position in OTIS in Q4 2020 and held it in 1 quarter. The position peaked at $50K in Q4 2020. 1,127 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

Altus Wealth Group reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 746 Otis Worldwide shares in Q1 2021, an estimated $50K.
Altus Wealth Group first reported a position in Otis Worldwide in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Otis Worldwide position peaked at $50K in Q4 2020.
1,127 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.