Capital Advisory Group Advisory Services’s Otis Worldwide OTIS Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-231	Closed	-$18K	–	395
2022 Q1	$18K	Buy	+231	New	+$18.5K	0.01%	311
2021 Q4	–	Sell	-231	Closed	-$19K	–	387
2021 Q3	$19K	Hold	231	–	–	0.01%	337
2021 Q2	$19K	Hold	231	–	–	0.01%	337
2021 Q1	$16K	Sell	231 -100	-30%	-$6.54K	0.01%	337
2020 Q4	$22K	Hold	331	–	–	0.01%	306
2020 Q3	$21K	Sell	331 -19	-5%	-$1.16K	0.01%	261
2020 Q2	$20K	Buy	+350	New	+$18.1K	0.01%	257

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

Capital Advisory Group Advisory Services's OTIS Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 231 shares — an estimated $18K sold.

Capital Advisory Group Advisory Services first reported a position in OTIS in Q2 2020 and held it in 7 quarters. The position peaked at $22K in Q4 2020. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 231 Otis Worldwide shares in Q2 2022, an estimated $18K.
Capital Advisory Group Advisory Services first reported a position in Otis Worldwide in Q2 2020 and held it in 7 quarters.
Capital Advisory Group Advisory Services's Otis Worldwide position peaked at $22K in Q4 2020.
1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.