BDO Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

BDO 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
2023 Q2	$146K	Hold	1,642	–	–	0.02%	294
2023 Q1	$139K	Sell	1,642 -149	-8%	-$12.3K	0.02%	283
2022 Q4	$140K	Hold	1,791	–	–	0.02%	293
2022 Q3	$114K	Hold	1,791	–	–	0.02%	312
2022 Q2	$127K	Hold	1,791	–	–	0.02%	302
2022 Q1	$138K	Sell	1,791 -35	-2%	-$2.8K	0.01%	302
2021 Q4	$159K	Buy	1,826 +135	+8%	+$11.3K	0.02%	301
2021 Q3	$139K	Sell	1,691 -202	-11%	-$17.8K	0.02%	324
2021 Q2	$155K	Sell	1,893 -123	-6%	-$9.47K	0.02%	325
2021 Q1	$138K	Sell	2,016 -1,929	-49%	-$126K	0.02%	330
2020 Q4	$266K	Sell	3,945 -138	-3%	-$8.95K	0.04%	213
2020 Q3	$255K	Sell	4,083 -88	-2%	-$5.38K	0.04%	196
2020 Q2	$237K	Buy	+4,171	New	+$216K	0.04%	200

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BDO Wealth Advisors's OTIS Position: Q2 2023 in Review

BDO Wealth Advisors held its Otis Worldwide (OTIS) position steady in Q2 2023 at 1,642 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #294.

BDO Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $266K in Q4 2020. 1,123 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

BDO Wealth Advisors held 1,642 shares of Otis Worldwide worth $146K as of Q2 2023.
BDO Wealth Advisors left its Otis Worldwide share count unchanged in Q2 2023.
Otis Worldwide made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #294 holding.
BDO Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's Otis Worldwide position peaked at $266K in Q4 2020.
1,123 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.