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American Portfolios Advisors’s Otis Worldwide OTIS Stock Holding History

American Portfolios Advisors’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 		$393K Sell
6,163
-91
-1% -$6.66K 0.02% 739
2022
Q2 		$442K Sell
6,254
-146
-2% -$10.8K 0.02% 714
2022
Q1 		$492K Buy
6,400
+145
+2% +$11.6K 0.02% 737
2021
Q4 		$545K Buy
6,255
+315
+5% +$26.4K 0.02% 704
2021
Q3 		$489K Buy
5,940
+208
+4% +$18.3K 0.02% 723
2021
Q2 		$469K Buy
5,732
+46
+0.8% +$3.54K 0.02% 741
2021
Q1 		$389K Buy
5,686
+4,149
+270% +$271K 0.02% 753
2020
Q4 		$104K Sell
1,537
-4,532
-75% -$294K 0.01% 1139
2020
Q3 		$379K Sell
6,069
-379
-6% -$23.2K 0.02% 565
2020
Q2 		$367K Buy
+6,448
New +$334K 0.02% 543

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Portfolios Advisors's OTIS Position: Q3 2022 in Review

American Portfolios Advisors reduced its Otis Worldwide (OTIS) stake by 1.5% in Q3 2022, selling an estimated $6.66K and leaving 6,163 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #739.

American Portfolios Advisors first reported a position in OTIS in Q2 2020 and has held it in 10 quarters since. The position peaked at $545K in Q4 2021. 1,042 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • American Portfolios Advisors held 6,163 shares of Otis Worldwide worth $393K as of Q3 2022.
  • American Portfolios Advisors sold 91 Otis Worldwide shares in Q3 2022, an estimated $6.66K.
  • Otis Worldwide made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #739 holding.
  • American Portfolios Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 10 quarters since.
  • American Portfolios Advisors's Otis Worldwide position peaked at $545K in Q4 2021.
  • 1,042 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.