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Coppell Advisory Solutions Corp’s Otis Worldwide OTIS Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-15
Closed -$1.18K – 789
2022
Q4 		$1.18K Buy
+15
New +$1.11K ﹤0.01% 926

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

Coppell Advisory Solutions Corp's OTIS Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 15 shares — an estimated $1.18K sold.

Coppell Advisory Solutions Corp first reported a position in OTIS in Q4 2022 and held it in 1 quarter. The position peaked at $1.18K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 15 Otis Worldwide shares in Q1 2023, an estimated $1.18K.
  • Coppell Advisory Solutions Corp first reported a position in Otis Worldwide in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Otis Worldwide position peaked at $1.18K in Q4 2022.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.