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First Capital Advisors Group’s Otis Worldwide OTIS Stock Holding History

First Capital Advisors 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
2023
Q2 		$1.6K Buy
+18
New +$1.52K ﹤0.01% 831
2023
Q1 		– Sell
-2,809
Closed -$220K – 237
2022
Q4 		$220K Buy
+2,809
New +$207K 0.15% 135

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Capital Advisors Group's OTIS Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Otis Worldwide (OTIS) in Q2 2023: 18 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in OTIS as recently as Q4 2022.

First Capital Advisors Group first reported a position in OTIS in Q4 2022 and has held it in 2 quarters since. The position peaked at $220K in Q4 2022. 1,123 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • First Capital Advisors Group held 18 shares of Otis Worldwide worth $1.6K as of Q2 2023.
  • Otis Worldwide was a new First Capital Advisors Group position in Q2 2023.
  • Otis Worldwide made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #831 holding.
  • First Capital Advisors Group first reported a position in Otis Worldwide in Q4 2022 and has held it in 2 quarters since.
  • First Capital Advisors Group's Otis Worldwide position peaked at $220K in Q4 2022.
  • 1,123 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.