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Burt Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Burt 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
2021
Q1 		– Sell
-812
Closed -$55K – 274
2020
Q4 		$55K Hold
812
– – 0.02% 174
2020
Q3 		$51K Hold
812
– – 0.02% 175
2020
Q2 		$46K Buy
+812
New +$42.1K 0.02% 180

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Burt Wealth Advisors's OTIS Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 812 shares — an estimated $55K sold.

Burt Wealth Advisors first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $55K in Q4 2020. 1,127 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 812 Otis Worldwide shares in Q1 2021, an estimated $55K.
  • Burt Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • Burt Wealth Advisors's Otis Worldwide position peaked at $55K in Q4 2020.
  • 1,127 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.