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Private Wealth Advisors (Pennsylvania)’s Otis Worldwide OTIS Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$350K Sell
5,175
-1,388
-21% -$90K 0.2% 85
2020
Q3 		$410K Sell
6,563
-87
-1% -$5.32K 0.26% 66
2020
Q2 		$378K Buy
+6,650
New +$345K 0.26% 67

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Private Wealth Advisors (Pennsylvania)'s OTIS Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Otis Worldwide (OTIS) stake by 21% in Q4 2020, selling an estimated $90K and leaving 5,175 shares worth $350K. The position accounts for 0.2% of the portfolio, ranked #85.

Private Wealth Advisors (Pennsylvania) first reported a position in OTIS in Q2 2020 and has held it in 3 quarters since. The position peaked at $410K in Q3 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 5,175 shares of Otis Worldwide worth $350K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 1,388 Otis Worldwide shares in Q4 2020, an estimated $90K.
  • Otis Worldwide made up 0.2% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #85 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Otis Worldwide in Q2 2020 and has held it in 3 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Otis Worldwide position peaked at $410K in Q3 2020.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.