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Ropes Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Ropes 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
2022
Q1 		– Sell
-2,514
Closed -$219K – 304
2021
Q4 		$219K Sell
2,514
-1,351
-35% -$113K 0.04% 257
2021
Q3 		$318K Hold
3,865
– – 0.05% 221
2021
Q2 		$316K Hold
3,865
– – 0.05% 220
2021
Q1 		$300K Buy
3,865
+475
+14% +$31.1K 0.05% 206
2020
Q4 		$229K Buy
3,390
+750
+28% +$48.7K 0.04% 216
2020
Q3 		$165K Sell
2,640
-25
-0.9% -$1.53K 0.03% 218
2020
Q2 		$152K Buy
+2,665
New +$138K 0.03% 214

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

Ropes Wealth Advisors's OTIS Position: Q1 2022 in Review

Ropes Wealth Advisors sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 2,514 shares — an estimated $219K sold.

Ropes Wealth Advisors first reported a position in OTIS in Q2 2020 and held it in 7 quarters. The position peaked at $318K in Q3 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Ropes Wealth Advisors reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,514 Otis Worldwide shares in Q1 2022, an estimated $219K.
  • Ropes Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 7 quarters.
  • Ropes Wealth Advisors's Otis Worldwide position peaked at $318K in Q3 2021.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Ropes Wealth Advisors's 13F filing for Q1 2022, filed 4 May 2022.