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Retirement Planning Company of New England’s Otis Worldwide OTIS Stock Holding History

Retirement Planning Company of New England’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
-466
Closed -$40K – 673
2021
Q4 		$40K Buy
+466
New +$39K 0.02% 441

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

Retirement Planning Company of New England's OTIS Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 466 shares — an estimated $40K sold.

Retirement Planning Company of New England first reported a position in OTIS in Q4 2021 and held it in 1 quarter. The position peaked at $40K in Q4 2021. 1,145 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 466 Otis Worldwide shares in Q1 2022, an estimated $40K.
  • Retirement Planning Company of New England first reported a position in Otis Worldwide in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Otis Worldwide position peaked at $40K in Q4 2021.
  • 1,145 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.