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River Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

River Wealth 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
2023
Q1 		– Sell
-5,832
Closed -$457K – 212
2022
Q4 		$457K Sell
5,832
-557
-9% -$41.1K 0.09% 150
2022
Q3 		$408K Sell
6,389
-604
-9% -$44.2K 0.09% 147
2022
Q2 		$494K Sell
6,993
-34
-0.5% -$2.5K 0.09% 149
2022
Q1 		$541K Buy
7,027
+33
+0.5% +$2.64K 0.09% 147
2021
Q4 		$609K Sell
6,994
-109
-2% -$9.12K 0.09% 142
2021
Q3 		$584K Sell
7,103
-35
-0.5% -$3.08K 0.1% 140
2021
Q2 		$584K Buy
7,138
+116
+2% +$8.93K 0.1% 138
2021
Q1 		$481K Buy
7,022
+171
+2% +$11.2K 0.09% 149
2020
Q4 		$463K Buy
6,851
+1,658
+32% +$108K 0.1% 147
2020
Q3 		$324K Buy
5,193
+552
+12% +$33.8K 0.08% 160
2020
Q2 		$264K Buy
+4,641
New +$240K 0.08% 158

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

River Wealth Advisors's OTIS Position: Q1 2023 in Review

River Wealth Advisors sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 5,832 shares — an estimated $457K sold.

River Wealth Advisors first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $609K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • River Wealth Advisors reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • River Wealth Advisors sold 5,832 Otis Worldwide shares in Q1 2023, an estimated $457K.
  • River Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
  • River Wealth Advisors's Otis Worldwide position peaked at $609K in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on River Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.