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LVW Advisors’s Otis Worldwide OTIS Stock Holding History

LVW 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
Q2 		– Sell
-3,473
Closed -$293K – 226
2023
Q1 		$293K Sell
3,473
-165
-5% -$13.7K 0.06% 189
2022
Q4 		$285K Sell
3,638
-168
-4% -$12.4K 0.06% 190
2022
Q3 		$243K Hold
3,806
– – 0.05% 192
2022
Q2 		$269K Sell
3,806
-90
-2% -$6.63K 0.05% 195
2022
Q1 		$300K Buy
3,896
+87
+2% +$6.95K 0.05% 192
2021
Q4 		$332K Buy
3,809
+420
+12% +$35.2K 0.06% 185
2021
Q3 		$279K Buy
+3,389
New +$298K 0.05% 200

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LVW Advisors's OTIS Position: Q2 2023 in Review

LVW Advisors sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 3,473 shares — an estimated $293K sold.

LVW Advisors first reported a position in OTIS in Q3 2021 and held it in 7 quarters. The position peaked at $332K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • LVW Advisors reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • LVW Advisors sold 3,473 Otis Worldwide shares in Q2 2023, an estimated $293K.
  • LVW Advisors first reported a position in Otis Worldwide in Q3 2021 and held it in 7 quarters.
  • LVW Advisors's Otis Worldwide position peaked at $332K in Q4 2021.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on LVW Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.