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Regal Wealth Group’s Otis Worldwide OTIS Stock Holding History

Regal Wealth Group’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
Q1 		– Sell
-2,346
Closed -$204K – 54
2021
Q4 		$204K Buy
+2,346
New +$196K 0.12% 50
2021
Q3 		– Sell
-2,763
Closed -$226K – 50
2021
Q2 		$226K Buy
2,763
+5
+0.2% +$385 0.13% 47
2021
Q1 		$189K Sell
2,758
-420
-13% -$27.5K 0.11% 44
2020
Q4 		$215K Sell
3,178
-1,446
-31% -$93.8K 0.13% 43
2020
Q3 		$289K Sell
4,624
-102
-2% -$6.24K 0.23% 37
2020
Q2 		$269K Buy
+4,726
New +$245K 0.22% 35

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
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
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Regal Wealth Group's OTIS Position: Q1 2022 in Review

Regal Wealth Group sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 2,346 shares — an estimated $204K sold.

Regal Wealth Group first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $289K in Q3 2020. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Regal Wealth Group reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Regal Wealth Group sold 2,346 Otis Worldwide shares in Q1 2022, an estimated $204K.
  • Regal Wealth Group first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • Regal Wealth Group's Otis Worldwide position peaked at $289K in Q3 2020.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Regal Wealth Group's 13F filing for Q1 2022, filed 15 Apr 2022.