One Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

One 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
2023 Q1	–	Sell	-901	Closed	-$70.6K	–	476
2022 Q4	$70.6K	Buy	+901	New	+$66.5K	0.02%	347

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

One Wealth Advisors's OTIS Position: Q1 2023 in Review

One Wealth Advisors sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 901 shares — an estimated $70.6K sold.

One Wealth Advisors first reported a position in OTIS in Q4 2022 and held it in 1 quarter. The position peaked at $70.6K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

One Wealth Advisors reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 901 Otis Worldwide shares in Q1 2023, an estimated $70.6K.
One Wealth Advisors first reported a position in Otis Worldwide in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's Otis Worldwide position peaked at $70.6K in Q4 2022.
1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.