Financial Advisory Group’s Otis Worldwide OTIS Stock Holding History

Financial Advisory Group’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
2024 Q1	$368K	Hold	3,711	–	–	0.07%	71
2023 Q4	$332K	Hold	3,711	–	–	0.06%	72
2023 Q3	$298K	Sell	3,711 -94	-2%	-$8.04K	0.06%	70
2023 Q2	$339K	Sell	3,805 -150	-4%	-$12.6K	0.07%	67
2023 Q1	$334K	Sell	3,955 -513	-11%	-$42.5K	0.07%	67
2022 Q4	$350K	Hold	4,468	–	–	0.07%	67
2022 Q3	$285K	Hold	4,468	–	–	0.06%	72
2022 Q2	$316K	Hold	4,468	–	–	0.07%	68
2022 Q1	$344K	Hold	4,468	–	–	0.07%	69
2021 Q4	$389K	Hold	4,468	–	–	0.08%	66
2021 Q3	$368K	Hold	4,468	–	–	0.08%	62
2021 Q2	$365K	Hold	4,468	–	–	0.09%	64
2021 Q1	$306K	Hold	4,468	–	–	0.08%	63
2020 Q4	$302K	Hold	4,468	–	–	0.08%	64
2020 Q3	$279K	Hold	4,468	–	–	0.09%	60
2020 Q2	$254K	Buy	+4,468	New	+$231K	0.09%	61

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Advisory Group's OTIS Position: Q1 2024 in Review

Financial Advisory Group held its Otis Worldwide (OTIS) position steady in Q1 2024 at 3,711 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #71.

Financial Advisory Group first reported a position in OTIS in Q2 2020 and has held it in 16 quarters since. The position peaked at $389K in Q4 2021. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Financial Advisory Group held 3,711 shares of Otis Worldwide worth $368K as of Q1 2024.
Financial Advisory Group left its Otis Worldwide share count unchanged in Q1 2024.
Otis Worldwide made up 0.07% of Financial Advisory Group's portfolio in Q1 2024, its #71 holding.
Financial Advisory Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 16 quarters since.
Financial Advisory Group's Otis Worldwide position peaked at $389K in Q4 2021.
1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.