Brewin Dolphin Wealth Management’s Otis Worldwide OTIS Stock Holding History

Brewin Dolphin 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	$64K	Hold	900	–	–	0.01%	174
2022 Q1	$69K	Hold	900	–	–	0.01%	178
2021 Q4	$78K	Hold	900	–	–	0.01%	170
2021 Q3	$74.1K	Hold	900	–	–	0.01%	172
2021 Q2	$73.6K	Sell	900 -545	-38%	-$41.9K	0.01%	167
2021 Q1	$98.9K	Buy	1,445 +545	+61%	+$35.6K	0.02%	140
2020 Q4	$60.8K	Hold	900	–	–	0.01%	153
2020 Q3	$56.2K	Sell	900 -62	-6%	-$3.79K	0.01%	152
2020 Q2	$54.7K	Buy	+962	New	+$49.8K	0.01%	153

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brewin Dolphin Wealth Management's OTIS Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2022 at 900 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #174.

Brewin Dolphin Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 9 quarters since. The position peaked at $98.9K in Q1 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

Brewin Dolphin Wealth Management held 900 shares of Otis Worldwide worth $64K as of Q2 2022.
Brewin Dolphin Wealth Management left its Otis Worldwide share count unchanged in Q2 2022.
Otis Worldwide made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #174 holding.
Brewin Dolphin Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 9 quarters since.
Brewin Dolphin Wealth Management's Otis Worldwide position peaked at $98.9K in Q1 2021.
1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.