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Fiduciary Planning’s Otis Worldwide OTIS Stock Holding History

Fiduciary Planning’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
-500
Closed -$34K – 203
2021
Q1 		$34K Hold
500
– – 0.05% 91
2020
Q4 		$34K Buy
500
+491
+5,456% +$31.9K 0.05% 94
2020
Q3 		$1K Buy
+9
New +$550 ﹤0.01% 184

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

Fiduciary Planning's OTIS Position: Q2 2021 in Review

Fiduciary Planning sold out of Otis Worldwide (OTIS) in Q2 2021, closing a stake of 500 shares — an estimated $34K sold.

Fiduciary Planning first reported a position in OTIS in Q3 2020 and held it in 3 quarters. The position peaked at $34K in Q1 2021. 1,135 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • Fiduciary Planning reported no remaining Otis Worldwide position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 500 Otis Worldwide shares in Q2 2021, an estimated $34K.
  • Fiduciary Planning first reported a position in Otis Worldwide in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Otis Worldwide position peaked at $34K in Q1 2021.
  • 1,135 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.