TWA
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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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return