Bay Colony Advisors’s Otis Worldwide OTIS Stock Holding History

Bay Colony 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
2024 Q2	–	Sell	-2,252	Closed	-$224K	–	445
2024 Q1	$224K	Buy	+2,252	New	+$208K	0.04%	350

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bay Colony Advisors's OTIS Position: Q2 2024 in Review

Bay Colony Advisors sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 2,252 shares — an estimated $224K sold.

Bay Colony Advisors first reported a position in OTIS in Q1 2024 and held it in 1 quarter. The position peaked at $224K in Q1 2024. 1,188 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

Bay Colony Advisors reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
Bay Colony Advisors sold 2,252 Otis Worldwide shares in Q2 2024, an estimated $224K.
Bay Colony Advisors first reported a position in Otis Worldwide in Q1 2024 and held it in 1 quarter.
Bay Colony Advisors's Otis Worldwide position peaked at $224K in Q1 2024.
1,188 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Bay Colony Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.