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B. Riley Wealth Management’s Otis Worldwide OTIS Stock Holding History

B. Riley 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 		$585 Buy
+8,279
New +$610K ﹤0.01% 386
2020
Q4 		– Sell
-4,007
Closed -$250K – 439
2020
Q3 		$250K Buy
4,007
+305
+8% +$18.7K 0.03% 326
2020
Q2 		$210K Buy
+3,702
New +$192K 0.02% 366

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Management's OTIS Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Otis Worldwide (OTIS) in Q2 2022: 8,279 shares worth $585. The stake represents ﹤0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in OTIS as recently as Q3 2020.

B. Riley Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 3 quarters since. The position peaked at $250K in Q3 2020. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • B. Riley Wealth Management held 8,279 shares of Otis Worldwide worth $585 as of Q2 2022.
  • Otis Worldwide was a new B. Riley Wealth Management position in Q2 2022.
  • Otis Worldwide made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #386 holding.
  • B. Riley Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 3 quarters since.
  • B. Riley Wealth Management's Otis Worldwide position peaked at $250K in Q3 2020.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.