KA
OTIS icon

Kovack Advisors’s Otis Worldwide OTIS Stock Holding History

Kovack 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
Q1 		– Sell
-2,517
Closed -$219K – 792
2021
Q4 		$219K Sell
2,517
-37
-1% -$3.1K 0.02% 632
2021
Q3 		$210K Sell
2,554
-196
-7% -$17.2K 0.02% 642
2021
Q2 		$225K Buy
+2,750
New +$212K 0.03% 602
2021
Q1 		– Sell
-2,985
Closed -$202K – 687
2020
Q4 		$202K Buy
+2,985
New +$194K 0.03% 521

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Kovack Advisors's OTIS Position: Q1 2022 in Review

Kovack Advisors sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 2,517 shares — an estimated $219K sold.

Kovack Advisors first reported a position in OTIS in Q4 2020 and held it in 4 quarters. The position peaked at $225K in Q2 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Kovack Advisors reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Kovack Advisors sold 2,517 Otis Worldwide shares in Q1 2022, an estimated $219K.
  • Kovack Advisors first reported a position in Otis Worldwide in Q4 2020 and held it in 4 quarters.
  • Kovack Advisors's Otis Worldwide position peaked at $225K in Q2 2021.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Kovack Advisors's 13F filing for Q1 2022, filed 16 May 2022.