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San Luis Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

San Luis 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
Q2 		– Sell
-220
Closed -$19K – 319
2022
Q1 		$19K Buy
+220
New +$17.6K 0.01% 313

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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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

San Luis Wealth Advisors's OTIS Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 220 shares — an estimated $19K sold.

San Luis Wealth Advisors first reported a position in OTIS in Q1 2022 and held it in 1 quarter. The position peaked at $19K in Q1 2022. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 220 Otis Worldwide shares in Q2 2022, an estimated $19K.
  • San Luis Wealth Advisors first reported a position in Otis Worldwide in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Otis Worldwide position peaked at $19K in Q1 2022.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.