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Transform Wealth’s Otis Worldwide OTIS Stock Holding History

Transform Wealth’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
Q1 		– Sell
-6,478
Closed -$564K – 226
2021
Q4 		$564K Sell
6,478
-649
-9% -$54.3K 0.06% 151
2021
Q3 		$586K Buy
7,127
+941
+15% +$82.7K 0.07% 152
2021
Q2 		$506K Buy
6,186
+607
+11% +$46.7K 0.06% 166
2021
Q1 		$382K Sell
5,579
-8
-0.1% -$523 0.08% 176
2020
Q4 		$377K Sell
5,587
-1,439
-20% -$93.4K 0.08% 168
2020
Q3 		$439K Sell
7,026
-288
-4% -$17.6K 0.07% 156
2020
Q2 		$416K Buy
+7,314
New +$379K 0.07% 159

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Transform Wealth's OTIS Position: Q1 2022 in Review

Transform Wealth sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 6,478 shares — an estimated $564K sold.

Transform Wealth first reported a position in OTIS in Q2 2020 and held it in 7 quarters. The position peaked at $586K in Q3 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Transform Wealth reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Transform Wealth sold 6,478 Otis Worldwide shares in Q1 2022, an estimated $564K.
  • Transform Wealth first reported a position in Otis Worldwide in Q2 2020 and held it in 7 quarters.
  • Transform Wealth's Otis Worldwide position peaked at $586K in Q3 2021.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Transform Wealth's 13F filing for Q1 2022, filed 25 Apr 2022.