TCWP’s Otis Worldwide OTIS Stock Holding History

TCWP’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 Q2	–	Sell	-1,600	Closed	-$123K	–	1283
2022 Q1	$123K	Buy	+1,600	New	+$128K	0.02%	319

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCWP's OTIS Position: Q2 2022 in Review

TCWP sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 1,600 shares — an estimated $123K sold.

TCWP first reported a position in OTIS in Q1 2022 and held it in 1 quarter. The position peaked at $123K in Q1 2022. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

TCWP reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,600 Otis Worldwide shares in Q2 2022, an estimated $123K.
TCWP first reported a position in Otis Worldwide in Q1 2022 and held it in 1 quarter.
TCWP's Otis Worldwide position peaked at $123K in Q1 2022.
1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.