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Bellwether Advisors’s Otis Worldwide OTIS Stock Holding History

Bellwether 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
Q1 		– Sell
-2
Closed -$156 – 524
2022
Q4 		$156 Buy
+2
New +$148 ﹤0.01% 421
2021
Q3 		– Sell
-14
Closed -$1K – 596
2021
Q2 		$1K Hold
14
– – ﹤0.01% 408
2021
Q1 		$0 Hold
14
– – ﹤0.01% 411
2020
Q4 		$0 Buy
+14
New +$908 ﹤0.01% 331

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bellwether Advisors's OTIS Position: Q1 2023 in Review

Bellwether Advisors sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 2 shares — an estimated $156 sold.

Bellwether Advisors first reported a position in OTIS in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Bellwether Advisors reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Bellwether Advisors sold 2 Otis Worldwide shares in Q1 2023, an estimated $156.
  • Bellwether Advisors first reported a position in Otis Worldwide in Q4 2020 and held it in 4 quarters.
  • Bellwether Advisors's Otis Worldwide position peaked at $1K in Q2 2021.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.