Selective Wealth Management’s Otis Worldwide OTIS Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-81	Closed	-$5K	–	543
2022 Q3	$5K	Sell	81 -73	-47%	-$5.34K	﹤0.01%	595
2022 Q2	$11K	Hold	154	–	–	﹤0.01%	552
2022 Q1	$12K	Hold	154	–	–	﹤0.01%	516
2021 Q4	$13K	Hold	154	–	–	0.01%	467
2021 Q3	$13K	Sell	154 -73	-32%	-$6.42K	0.01%	404
2021 Q2	$19K	Hold	227	–	–	0.02%	284
2021 Q1	$16K	Sell	227 -128	-36%	-$8.37K	0.01%	212
2020 Q4	$24K	Hold	355	–	–	0.02%	167
2020 Q3	$22K	Hold	355	–	–	0.02%	148
2020 Q2	$20K	Buy	+355	New	+$18.4K	0.02%	177

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Selective Wealth Management's OTIS Position: Q4 2022 in Review

Selective Wealth Management sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 81 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in OTIS in Q2 2020 and held it in 10 quarters. The position peaked at $24K in Q4 2020. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

Selective Wealth Management reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 81 Otis Worldwide shares in Q4 2022, an estimated $5K.
Selective Wealth Management first reported a position in Otis Worldwide in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's Otis Worldwide position peaked at $24K in Q4 2020.
1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.