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Legend Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Legend 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
2023
Q1 		– Sell
-34
Closed -$2.66K – 243
2022
Q4 		$2.66K Hold
34
– – ﹤0.01% 214
2022
Q3 		$2.17K Buy
+34
New +$2.49K ﹤0.01% 206

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legend Financial Advisors's OTIS Position: Q1 2023 in Review

Legend Financial Advisors sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 34 shares — an estimated $2.66K sold.

Legend Financial Advisors first reported a position in OTIS in Q3 2022 and held it in 2 quarters. The position peaked at $2.66K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Legend Financial Advisors reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 34 Otis Worldwide shares in Q1 2023, an estimated $2.66K.
  • Legend Financial Advisors first reported a position in Otis Worldwide in Q3 2022 and held it in 2 quarters.
  • Legend Financial Advisors's Otis Worldwide position peaked at $2.66K in Q4 2022.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Legend Financial Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.