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Professional Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-108
Closed -$7K – 338
2022
Q3 		$7K Hold
108
– – ﹤0.01% 327
2022
Q2 		$8K Hold
108
– – ﹤0.01% 324
2022
Q1 		$8K Hold
108
– – ﹤0.01% 336
2021
Q4 		$9K Hold
108
– – ﹤0.01% 329
2021
Q3 		$9K Hold
108
– – 0.01% 275
2021
Q2 		$9K Buy
+108
New +$8.31K 0.01% 284

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Professional Financial Advisors's OTIS Position: Q4 2022 in Review

Professional Financial Advisors sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 108 shares — an estimated $7K sold.

Professional Financial Advisors first reported a position in OTIS in Q2 2021 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • Professional Financial Advisors reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 108 Otis Worldwide shares in Q4 2022, an estimated $7K.
  • Professional Financial Advisors first reported a position in Otis Worldwide in Q2 2021 and held it in 6 quarters.
  • Professional Financial Advisors's Otis Worldwide position peaked at $9K in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.