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Fortis Advisors’s Otis Worldwide OTIS Stock Holding History

Fortis Advisors’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 		– Sell
-1,200
Closed -$101K – 200
2023
Q1 		$101K Hold
1,200
– – 0.07% 119
2022
Q4 		$94K Hold
1,200
– – 0.07% 118
2022
Q3 		$77K Hold
1,200
– – 0.06% 136
2022
Q2 		$85K Hold
1,200
– – 0.06% 141
2022
Q1 		$92K Hold
1,200
– – 0.05% 166
2021
Q4 		$104K Hold
1,200
– – 0.06% 139
2021
Q3 		$99K Hold
1,200
– – 0.06% 138
2021
Q2 		$98K Buy
1,200
+400
+50% +$30.8K 0.06% 143
2021
Q1 		$55K Buy
+800
New +$52.3K 0.04% 144
2020
Q3 		– Sell
-625
Closed -$36K – 172
2020
Q2 		$36K Buy
+625
New +$32.4K 0.04% 131

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fortis Advisors's OTIS Position: Q2 2023 in Review

Fortis Advisors sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 1,200 shares — an estimated $101K sold.

Fortis Advisors first reported a position in OTIS in Q2 2020 and held it in 10 quarters. The position peaked at $104K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Fortis Advisors reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 1,200 Otis Worldwide shares in Q2 2023, an estimated $101K.
  • Fortis Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 10 quarters.
  • Fortis Advisors's Otis Worldwide position peaked at $104K in Q4 2021.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.