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CFS Investment Advisory Services’s Otis Worldwide OTIS Stock Holding History

CFS Investment 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
Q4 		– Sell
-12,568
Closed – – 219
2022
Q3 		$0 Buy
+12,568
New +$919K ﹤0.01% 326
2022
Q2 		– Sell
-11,543
Closed – – 437
2022
Q1 		$0 Buy
+11,543
New +$923K ﹤0.01% 515

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFS Investment Advisory Services's OTIS Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 12,568 shares.

CFS Investment Advisory Services first reported a position in OTIS in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 12,568 Otis Worldwide shares in Q4 2022.
  • CFS Investment Advisory Services first reported a position in Otis Worldwide in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's Otis Worldwide position peaked at $0 in Q3 2022.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.