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Paces Ferry Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-224
Closed -$14K – 811
2020
Q3 		$14K Buy
+224
New +$13.7K 0.01% 398

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Paces Ferry Wealth Advisors's OTIS Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 224 shares — an estimated $14K sold.

Paces Ferry Wealth Advisors first reported a position in OTIS in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 224 Otis Worldwide shares in Q4 2020, an estimated $14K.
  • Paces Ferry Wealth Advisors first reported a position in Otis Worldwide in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Otis Worldwide position peaked at $14K in Q3 2020.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.