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TCI Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

TCI 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
2023
Q2 		– Sell
-608
Closed -$51.3K – 1599
2023
Q1 		$51.3K Hold
608
– – 0.01% 429
2022
Q4 		$47.6K Hold
608
– – 0.01% 427
2022
Q3 		$39K Buy
608
+29
+5% +$2.12K 0.01% 436
2022
Q2 		$41K Hold
579
– – 0.01% 425
2022
Q1 		$45K Sell
579
-2
-0.3% -$160 0.01% 433
2021
Q4 		$51K Sell
581
-27
-4% -$2.26K 0.01% 412
2021
Q3 		$50K Buy
608
+28
+5% +$2.46K 0.01% 421
2021
Q2 		$47K Buy
580
+12
+2% +$924 0.01% 406
2021
Q1 		$39K Buy
568
+70
+14% +$4.58K 0.02% 406
2020
Q4 		$34K Sell
498
-474
-49% -$30.7K 0.02% 398
2020
Q3 		$61K Buy
972
+8
+0.8% +$489 0.02% 281
2020
Q2 		$55K Buy
+964
New +$49.9K 0.02% 298

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCI Wealth Advisors's OTIS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 608 shares — an estimated $51.3K sold.

TCI Wealth Advisors first reported a position in OTIS in Q2 2020 and held it in 12 quarters. The position peaked at $61K in Q3 2020. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 608 Otis Worldwide shares in Q2 2023, an estimated $51.3K.
  • TCI Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 12 quarters.
  • TCI Wealth Advisors's Otis Worldwide position peaked at $61K in Q3 2020.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.