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HHM Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

HHM 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
2022
Q3 		– Sell
-167
Closed -$12K – 761
2022
Q2 		$12K Sell
167
-60
-26% -$4.42K ﹤0.01% 505
2022
Q1 		$17K Sell
227
-112
-33% -$8.95K ﹤0.01% 460
2021
Q4 		$30K Buy
339
+172
+103% +$14.4K 0.01% 371
2021
Q3 		$14K Hold
167
– – ﹤0.01% 453
2021
Q2 		$14K Hold
167
– – ﹤0.01% 444
2021
Q1 		$11K Hold
167
– – ﹤0.01% 444
2020
Q4 		$11K Sell
167
-328
-66% -$21.3K ﹤0.01% 414
2020
Q3 		$31K Buy
495
+164
+50% +$10K 0.01% 273
2020
Q2 		$19K Buy
+331
New +$17.1K 0.01% 310

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

HHM Wealth Advisors's OTIS Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 167 shares — an estimated $12K sold.

HHM Wealth Advisors first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $31K in Q3 2020. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • HHM Wealth Advisors reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 167 Otis Worldwide shares in Q3 2022, an estimated $12K.
  • HHM Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
  • HHM Wealth Advisors's Otis Worldwide position peaked at $31K in Q3 2020.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.