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Financial Advocates Investment Management’s Otis Worldwide OTIS Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-2,551
Closed -$233K – 790
2021
Q4 		$233K Buy
+2,551
New +$214K 0.01% 686
2021
Q3 		– Sell
-7,985
Closed -$365K – 779
2021
Q2 		$365K Buy
7,985
+3,773
+90% +$290K 0.02% 556
2021
Q1 		$301K Sell
4,212
-29
-0.7% -$1.9K 0.02% 604
2020
Q4 		$287K Sell
4,241
-404
-9% -$26.2K 0.02% 576
2020
Q3 		$290K Sell
4,645
-988
-18% -$60.4K 0.02% 481
2020
Q2 		$320K Buy
+5,633
New +$292K 0.03% 452

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Financial Advocates Investment Management's OTIS Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 2,551 shares — an estimated $233K sold.

Financial Advocates Investment Management first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $365K in Q2 2021. 1,145 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,551 Otis Worldwide shares in Q1 2022, an estimated $233K.
  • Financial Advocates Investment Management first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • Financial Advocates Investment Management's Otis Worldwide position peaked at $365K in Q2 2021.
  • 1,145 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.