FRG Family Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

FRG Family Wealth 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
2024 Q2	–	Sell	-995	Closed	-$90.7K	–	282
2024 Q1	$90.7K	Buy	+995	New	+$92K	0.02%	168
2021 Q3	–	Sell	-2,679	Closed	-$219K	–	140
2021 Q2	$219K	Sell	2,679 -555	-17%	-$42.7K	0.04%	132
2021 Q1	$221K	Sell	3,234 -299	-8%	-$19.5K	0.05%	129
2020 Q4	$239K	Sell	3,533 -1,981	-36%	-$129K	0.05%	123
2020 Q3	$344K	Sell	5,514 -1,985	-26%	-$121K	0.08%	102
2020 Q2	$426K	Buy	+7,499	New	+$389K	0.11%	93

Other funds holding OTIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

FRG Family Wealth Advisors's OTIS Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 995 shares — an estimated $90.7K sold.

FRG Family Wealth Advisors first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $426K in Q2 2020. 1,188 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 995 Otis Worldwide shares in Q2 2024, an estimated $90.7K.
FRG Family Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
FRG Family Wealth Advisors's Otis Worldwide position peaked at $426K in Q2 2020.
1,188 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.