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Hoover Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Hoover Financial 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
2021
Q2 		– Sell
-7
Closed -$1K – 677
2021
Q1 		$1K Buy
+7
New +$458 ﹤0.01% 572

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hoover Financial Advisors's OTIS Position: Q2 2021 in Review

Hoover Financial Advisors sold out of Otis Worldwide (OTIS) in Q2 2021, closing a stake of 7 shares — an estimated $1K sold.

Hoover Financial Advisors first reported a position in OTIS in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 1,136 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • Hoover Financial Advisors reported no remaining Otis Worldwide position as of Q2 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 7 Otis Worldwide shares in Q2 2021, an estimated $1K.
  • Hoover Financial Advisors first reported a position in Otis Worldwide in Q1 2021 and held it in 1 quarter.
  • Hoover Financial Advisors's Otis Worldwide position peaked at $1K in Q1 2021.
  • 1,136 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.