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Delta Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Delta Financial 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
Q2 		– Sell
-3,908
Closed -$268K – 117
2021
Q1 		$268K Buy
3,908
+78
+2% +$5.1K 0.13% 103
2020
Q4 		$259K Sell
3,830
-368
-9% -$23.9K 0.13% 104
2020
Q3 		$262K Sell
4,198
-208
-5% -$12.7K 0.15% 102
2020
Q2 		$251K Buy
+4,406
New +$228K 0.15% 101

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Delta Financial Advisors's OTIS Position: Q2 2021 in Review

Delta Financial Advisors sold out of Otis Worldwide (OTIS) in Q2 2021, closing a stake of 3,908 shares — an estimated $268K sold.

Delta Financial Advisors first reported a position in OTIS in Q2 2020 and held it in 4 quarters. The position peaked at $268K in Q1 2021. 1,135 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • Delta Financial Advisors reported no remaining Otis Worldwide position as of Q2 2021 after selling out during the quarter.
  • Delta Financial Advisors sold 3,908 Otis Worldwide shares in Q2 2021, an estimated $268K.
  • Delta Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 4 quarters.
  • Delta Financial Advisors's Otis Worldwide position peaked at $268K in Q1 2021.
  • 1,135 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on Delta Financial Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.