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Curi Wealth Management’s Otis Worldwide OTIS Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-97
Closed -$7K – 547
2022
Q2 		$7K Sell
97
-192
-66% -$14.1K ﹤0.01% 426
2022
Q1 		$22K Sell
289
-28
-9% -$2.24K ﹤0.01% 272
2021
Q4 		$27K Buy
+317
New +$26.5K ﹤0.01% 222
2021
Q1 		– Sell
-61
Closed -$4K – 369
2020
Q4 		$4K Buy
+61
New +$3.96K ﹤0.01% 311

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Curi Wealth Management's OTIS Position: Q3 2022 in Review

Curi Wealth Management sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 97 shares — an estimated $7K sold.

Curi Wealth Management first reported a position in OTIS in Q4 2020 and held it in 4 quarters. The position peaked at $27K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Curi Wealth Management reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 97 Otis Worldwide shares in Q3 2022, an estimated $7K.
  • Curi Wealth Management first reported a position in Otis Worldwide in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Otis Worldwide position peaked at $27K in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.