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Confluence Wealth Services’s Otis Worldwide OTIS Stock Holding History

Confluence Wealth 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
Q1 		– Sell
-1,217
Closed -$105K – 874
2021
Q4 		$105K Buy
+1,217
New +$102K 0.03% 326

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
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
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Confluence Wealth Services's OTIS Position: Q1 2022 in Review

Confluence Wealth Services sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 1,217 shares — an estimated $105K sold.

Confluence Wealth Services first reported a position in OTIS in Q4 2021 and held it in 1 quarter. The position peaked at $105K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Confluence Wealth Services reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,217 Otis Worldwide shares in Q1 2022, an estimated $105K.
  • Confluence Wealth Services first reported a position in Otis Worldwide in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Otis Worldwide position peaked at $105K in Q4 2021.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.