PWA
OTIS icon

Phoenix Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-100
Closed -$8K – 290
2021
Q3 		$8K Hold
100
– – 0.01% 316
2021
Q2 		$8K Hold
100
– – 0.01% 307
2021
Q1 		$7K Hold
100
– – 0.01% 310
2020
Q4 		$7K Buy
+100
New +$6.49K 0.01% 308

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Phoenix Wealth Advisors's OTIS Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 100 shares — an estimated $8K sold.

Phoenix Wealth Advisors first reported a position in OTIS in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q3 2021. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 100 Otis Worldwide shares in Q4 2021, an estimated $8K.
  • Phoenix Wealth Advisors first reported a position in Otis Worldwide in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Otis Worldwide position peaked at $8K in Q3 2021.
  • 1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.