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CLA (CliftonLarsonAllen) Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

CLA (CliftonLarsonAllen) 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
Q4 		– Sell
-3,388
Closed -$279K – 261
2021
Q3 		$279K Sell
3,388
-447
-12% -$39.3K 0.01% 277
2021
Q2 		$314K Buy
+3,835
New +$295K 0.01% 266
2020
Q3 		– Sell
-10,092
Closed -$574K – 160
2020
Q2 		$574K Buy
+10,092
New +$523K 0.04% 132

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's OTIS Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 3,388 shares — an estimated $279K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $574K in Q2 2020. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 3,388 Otis Worldwide shares in Q4 2021, an estimated $279K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Otis Worldwide position peaked at $574K in Q2 2020.
  • 1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.