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Flagship Private Wealth’s Otis Worldwide OTIS Stock Holding History

Flagship Private Wealth’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 		– Sell
-23
Closed -$1.93K – 224
2021
Q2 		$1.93K Hold
23
– – ﹤0.01% 311
2021
Q1 		$1.59K Hold
23
– – ﹤0.01% 289
2020
Q4 		$1.43K Buy
+23
New +$1.49K ﹤0.01% 302

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

Flagship Private Wealth's OTIS Position: Q3 2021 in Review

Flagship Private Wealth sold out of Otis Worldwide (OTIS) in Q3 2021, closing a stake of 23 shares — an estimated $1.93K sold.

Flagship Private Wealth first reported a position in OTIS in Q4 2020 and held it in 3 quarters. The position peaked at $1.93K in Q2 2021. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Flagship Private Wealth reported no remaining Otis Worldwide position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 23 Otis Worldwide shares in Q3 2021, an estimated $1.93K.
  • Flagship Private Wealth first reported a position in Otis Worldwide in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's Otis Worldwide position peaked at $1.93K in Q2 2021.
  • 1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.