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Filbrandt Wealth Management’s Otis Worldwide OTIS Stock Holding History

Filbrandt 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
2021
Q3 		$77K Hold
930
– – 0.04% 63
2021
Q2 		$76K Hold
930
– – 0.04% 67
2021
Q1 		$64K Hold
930
– – 0.04% 76
2020
Q4 		$63K Hold
930
– – 0.04% 73
2020
Q3 		$58K Sell
930
-34
-4% -$2.08K 0.05% 78
2020
Q2 		$55K Buy
+964
New +$49.9K 0.04% 110

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

Filbrandt Wealth Management's OTIS Position: Q3 2021 in Review

Filbrandt Wealth Management held its Otis Worldwide (OTIS) position steady in Q3 2021 at 930 shares worth $77K. The position accounts for 0.04% of the portfolio, ranked #63.

Filbrandt Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Filbrandt Wealth Management held 930 shares of Otis Worldwide worth $77K as of Q3 2021.
  • Filbrandt Wealth Management left its Otis Worldwide share count unchanged in Q3 2021.
  • Otis Worldwide made up 0.04% of Filbrandt Wealth Management's portfolio in Q3 2021, its #63 holding.
  • Filbrandt Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.