Frontier Wealth Management’s Otis Worldwide OTIS Stock Holding History

Frontier Wealth 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 Q2	$246K	Sell	3,484 -393	-10%	-$28.9K	0.02%	328
2022 Q1	$294K	Sell	3,877 -42	-1%	-$3.36K	﹤0.01%	310
2021 Q4	$341K	Buy	3,919 +130	+3%	+$10.9K	0.02%	307
2021 Q3	$312K	Sell	3,789 -5	-0.1%	-$440	0.02%	323
2021 Q2	$310K	Sell	3,794 -829	-18%	-$63.8K	0.02%	328
2021 Q1	$316K	Sell	4,623 -333	-7%	-$21.8K	0.02%	299
2020 Q4	$335K	Sell	4,956 -590	-11%	-$38.3K	0.03%	280
2020 Q3	$346K	Sell	5,546 -1,105	-17%	-$67.6K	0.03%	267
2020 Q2	$378K	Buy	+6,651	New	+$345K	0.03%	244

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Frontier Wealth Management's OTIS Position: Q2 2022 in Review

Frontier Wealth Management reduced its Otis Worldwide (OTIS) stake by 10% in Q2 2022, selling an estimated $28.9K and leaving 3,484 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #328.

Frontier Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 9 quarters since. The position peaked at $378K in Q2 2020. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

Frontier Wealth Management held 3,484 shares of Otis Worldwide worth $246K as of Q2 2022.
Frontier Wealth Management sold 393 Otis Worldwide shares in Q2 2022, an estimated $28.9K.
Otis Worldwide made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #328 holding.
Frontier Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 9 quarters since.
Frontier Wealth Management's Otis Worldwide position peaked at $378K in Q2 2020.
1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.