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New England Guild Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

New England Guild Wealth 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
Q4 		$340K Hold
4,337
– – 0.18% 52
2022
Q3 		$277K Hold
4,337
– – 0.17% 57
2022
Q2 		$306K Hold
4,337
– – 0.19% 56
2022
Q1 		$334K Hold
4,337
– – 0.18% 58
2021
Q4 		$378K Buy
+4,337
New +$363K 0.19% 55

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New England Guild Wealth Advisors's OTIS Position: Q4 2022 in Review

New England Guild Wealth Advisors held its Otis Worldwide (OTIS) position steady in Q4 2022 at 4,337 shares worth $340K. The position accounts for 0.18% of the portfolio, ranked #52.

New England Guild Wealth Advisors first reported a position in OTIS in Q4 2021 and has held it in 5 quarters since. The position peaked at $378K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • New England Guild Wealth Advisors held 4,337 shares of Otis Worldwide worth $340K as of Q4 2022.
  • New England Guild Wealth Advisors left its Otis Worldwide share count unchanged in Q4 2022.
  • Otis Worldwide made up 0.18% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #52 holding.
  • New England Guild Wealth Advisors first reported a position in Otis Worldwide in Q4 2021 and has held it in 5 quarters since.
  • New England Guild Wealth Advisors's Otis Worldwide position peaked at $378K in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.