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PCA Investment Advisory Services’s Otis Worldwide OTIS Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-587
Closed -$52.3K – 325
2023
Q2 		$52.3K Buy
+587
New +$49.5K 0.03% 254

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AllianceBernstein
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State Street
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA Investment Advisory Services's OTIS Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 587 shares — an estimated $52.3K sold.

PCA Investment Advisory Services first reported a position in OTIS in Q2 2023 and held it in 1 quarter. The position peaked at $52.3K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 587 Otis Worldwide shares in Q3 2023, an estimated $52.3K.
  • PCA Investment Advisory Services first reported a position in Otis Worldwide in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Otis Worldwide position peaked at $52.3K in Q2 2023.
  • 1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.