SWG
OTIS icon

Summit Wealth Group’s Otis Worldwide OTIS Stock Holding History

Summit Wealth 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
2023
Q2 		– Sell
-18,399
Closed – – 205
2023
Q1 		$0 Buy
+18,399
New +$1.52M ﹤0.01% 232
2021
Q3 		– Sell
-249
Closed -$20K – 173
2021
Q2 		$20K Hold
249
– – 0.03% 77
2021
Q1 		$17K Buy
+249
New +$16.3K 0.03% 76

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

Summit Wealth Group's OTIS Position: Q2 2023 in Review

Summit Wealth Group sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 18,399 shares.

Summit Wealth Group first reported a position in OTIS in Q1 2021 and held it in 3 quarters. The position peaked at $20K in Q2 2021. 1,123 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Summit Wealth Group reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 18,399 Otis Worldwide shares in Q2 2023.
  • Summit Wealth Group first reported a position in Otis Worldwide in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Otis Worldwide position peaked at $20K in Q2 2021.
  • 1,123 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.