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High Net Worth Advisory Group’s Otis Worldwide OTIS Stock Holding History

High Net Worth Advisory Group’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 		– Sell
-12
Closed -$1K – 708
2022
Q1 		$1K Sell
12
-1,200
-99% -$95.9K ﹤0.01% 666
2021
Q4 		$106K Buy
+1,212
New +$101K 0.04% 245

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

High Net Worth Advisory Group's OTIS Position: Q2 2022 in Review

High Net Worth Advisory Group sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

High Net Worth Advisory Group first reported a position in OTIS in Q4 2021 and held it in 2 quarters. The position peaked at $106K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • High Net Worth Advisory Group reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 12 Otis Worldwide shares in Q2 2022, an estimated $1K.
  • High Net Worth Advisory Group first reported a position in Otis Worldwide in Q4 2021 and held it in 2 quarters.
  • High Net Worth Advisory Group's Otis Worldwide position peaked at $106K in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on High Net Worth Advisory Group's 13F filing for Q2 2022, filed 10 Aug 2022.