My Personal CFO LLC’s Otis Worldwide OTIS Stock Holding History

My Personal CFO LLC’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	-90	Closed	-$7.05K	–	589
2022 Q4	$7.05K	Buy	+90	New	+$6.64K	0.01%	315

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

My Personal CFO LLC's OTIS Position: Q1 2023 in Review

My Personal CFO LLC sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 90 shares — an estimated $7.05K sold.

My Personal CFO LLC first reported a position in OTIS in Q4 2022 and held it in 1 quarter. The position peaked at $7.05K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

My Personal CFO LLC reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 90 Otis Worldwide shares in Q1 2023, an estimated $7.05K.
My Personal CFO LLC first reported a position in Otis Worldwide in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Otis Worldwide position peaked at $7.05K in Q4 2022.
1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.