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OneAscent Wealth Management’s Otis Worldwide OTIS Stock Holding History

OneAscent Wealth Management’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
2021
Q1 		$1.03M Sell
15,015
-131
-0.9% -$8.56K 0.44% 46
2020
Q4 		$1.02M Buy
+15,146
New +$983K 0.46% 39

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OneAscent Wealth Management's OTIS Position: Q1 2021 in Review

OneAscent Wealth Management reduced its Otis Worldwide (OTIS) stake by 0.86% in Q1 2021, selling an estimated $8.56K and leaving 15,015 shares worth $1.03M. The position accounts for 0.44% of the portfolio, ranked #46.

OneAscent Wealth Management first reported a position in OTIS in Q4 2020 and has held it in 2 quarters since. 1,127 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • OneAscent Wealth Management held 15,015 shares of Otis Worldwide worth $1.03M as of Q1 2021.
  • OneAscent Wealth Management sold 131 Otis Worldwide shares in Q1 2021, an estimated $8.56K.
  • Otis Worldwide made up 0.44% of OneAscent Wealth Management's portfolio in Q1 2021, its #46 holding.
  • OneAscent Wealth Management first reported a position in Otis Worldwide in Q4 2020 and has held it in 2 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.