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Laurel Wealth Advisors (California)’s Otis Worldwide OTIS Stock Holding History

Laurel Wealth Advisors (California)’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
-3,106
Closed -$220K – 659
2022
Q2 		$220K Buy
3,106
+471
+18% +$34.7K 0.02% 603
2022
Q1 		$203K Buy
2,635
+251
+11% +$20.1K 0.02% 722
2021
Q4 		$208K Buy
+2,384
New +$200K 0.02% 752
2021
Q1 		– Sell
-3,893
Closed -$263K – 475
2020
Q4 		$263K Sell
3,893
-420
-10% -$27.2K 0.04% 365
2020
Q3 		$269K Sell
4,313
-33
-0.8% -$2.02K 0.04% 323
2020
Q2 		$247K Buy
+4,346
New +$225K 0.05% 327

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

Laurel Wealth Advisors (California)'s OTIS Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 3,106 shares — an estimated $220K sold.

Laurel Wealth Advisors (California) first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $269K in Q3 2020. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 3,106 Otis Worldwide shares in Q3 2022, an estimated $220K.
  • Laurel Wealth Advisors (California) first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • Laurel Wealth Advisors (California)'s Otis Worldwide position peaked at $269K in Q3 2020.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.