Ten Capital Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Ten Capital 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	-42	Closed	-$3.54K	–	420
2023 Q1	$3.54K	Buy	42 +23	+121%	+$1.9K	﹤0.01%	439
2022 Q4	$1.45K	Sell	19 -3	-14%	-$221	﹤0.01%	457
2022 Q3	$1K	Sell	22 -30	-58%	-$2.19K	﹤0.01%	525
2022 Q2	$4K	Hold	52	–	–	﹤0.01%	352
2022 Q1	$4K	Sell	52 -28	-35%	-$2.24K	﹤0.01%	396
2021 Q4	$7K	Hold	80	–	–	﹤0.01%	342
2021 Q3	$7K	Buy	80 +30	+60%	+$2.64K	﹤0.01%	299
2021 Q2	$4K	Buy	50 +16	+47%	+$1.23K	﹤0.01%	386
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	326
2020 Q4	$2K	Buy	+34	New	+$2.21K	﹤0.01%	331

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

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

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

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

Ten Capital Wealth Advisors's OTIS Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 42 shares — an estimated $3.54K sold.

Ten Capital Wealth Advisors first reported a position in OTIS in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 1,123 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 42 Otis Worldwide shares in Q2 2023, an estimated $3.54K.
Ten Capital Wealth Advisors first reported a position in Otis Worldwide in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Otis Worldwide position peaked at $7K in Q4 2021.
1,123 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.