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Sound Financial Strategies Group’s Otis Worldwide OTIS Stock Holding History

Sound Financial Strategies Group’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
-7,238
Closed -$630K – 96
2021
Q4 		$630K Sell
7,238
-164
-2% -$13.7K 0.32% 60
2021
Q3 		$609K Sell
7,402
-90
-1% -$7.91K 0.31% 53
2021
Q2 		$613K Sell
7,492
-1,307
-15% -$101K 0.31% 56
2021
Q1 		$602K Buy
+8,799
New +$575K 0.31% 44

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

Sound Financial Strategies Group's OTIS Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 7,238 shares — an estimated $630K sold.

Sound Financial Strategies Group first reported a position in OTIS in Q1 2021 and held it in 4 quarters. The position peaked at $630K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 7,238 Otis Worldwide shares in Q1 2022, an estimated $630K.
  • Sound Financial Strategies Group first reported a position in Otis Worldwide in Q1 2021 and held it in 4 quarters.
  • Sound Financial Strategies Group's Otis Worldwide position peaked at $630K in Q4 2021.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.