Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
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High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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RegentAtlantic Capital’s
Otis Worldwide
OTIS
Stock Holding History
RegentAtlantic Capital’s Portfolio
OTIS Stock Details
OTIS Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
$826K
Buy
2022
Q2
$906K
Sell
2022
Q1
$1M
Sell
2021
Q4
$1.16M
Sell
2021
Q3
$1.17M
Buy
2021
Q2
$1.07M
Sell
2021
Q1
$905K
Buy
2020
Q4
$888K
Buy
2020
Q3
$785K
Sell
2020
Q2
$758K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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