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Amplius Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Amplius Wealth 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
Q4 		– Sell
-3,478
Closed -$222K – 181
2022
Q3 		$222K Sell
3,478
-8
-0.2% -$585 0.04% 137
2022
Q2 		$246K Sell
3,486
-79
-2% -$5.82K 0.04% 139
2022
Q1 		$274K Sell
3,565
-35
-1% -$2.8K 0.04% 138
2021
Q4 		$313K Buy
+3,600
New +$301K 0.04% 151

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amplius Wealth Advisors's OTIS Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 3,478 shares — an estimated $222K sold.

Amplius Wealth Advisors first reported a position in OTIS in Q4 2021 and held it in 4 quarters. The position peaked at $313K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • Amplius Wealth Advisors reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 3,478 Otis Worldwide shares in Q4 2022, an estimated $222K.
  • Amplius Wealth Advisors first reported a position in Otis Worldwide in Q4 2021 and held it in 4 quarters.
  • Amplius Wealth Advisors's Otis Worldwide position peaked at $313K in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.