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True Link Financial Advisors’s Otis Worldwide OTIS Stock Holding History

True Link Financial 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
2022
Q1 		– Sell
-112
Closed -$10K – 229
2021
Q4 		$10K Sell
112
-30
-21% -$2.51K ﹤0.01% 629
2021
Q3 		$12K Hold
142
– – ﹤0.01% 609
2021
Q2 		$12K Buy
142
+30
+27% +$2.31K ﹤0.01% 547
2021
Q1 		$8K Hold
112
– – ﹤0.01% 616
2020
Q4 		$8K Buy
+112
New +$7.27K ﹤0.01% 642

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

True Link Financial Advisors's OTIS Position: Q1 2022 in Review

True Link Financial Advisors sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 112 shares — an estimated $10K sold.

True Link Financial Advisors first reported a position in OTIS in Q4 2020 and held it in 5 quarters. The position peaked at $12K in Q3 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • True Link Financial Advisors reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 112 Otis Worldwide shares in Q1 2022, an estimated $10K.
  • True Link Financial Advisors first reported a position in Otis Worldwide in Q4 2020 and held it in 5 quarters.
  • True Link Financial Advisors's Otis Worldwide position peaked at $12K in Q3 2021.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.