TRUE Private Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

TRUE Private 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
2022 Q3	–	Sell	-8,109	Closed	-$573K	–	234
2022 Q2	$573K	Sell	8,109 -14	-0.2%	-$1.03K	0.08%	115
2022 Q1	$622K	Sell	8,123 -845	-9%	-$67.5K	0.09%	119
2021 Q4	$780K	Sell	8,968 -30	-0.3%	-$2.51K	0.11%	116
2021 Q3	$740K	Sell	8,998 -130	-1%	-$11.4K	0.11%	116
2021 Q2	$746K	Sell	9,128 -311	-3%	-$23.9K	0.11%	109
2021 Q1	$646K	Sell	9,439 -6	-0.1%	-$392	0.1%	118
2020 Q4	$638K	Sell	9,445 -21	-0.2%	-$1.36K	0.11%	106
2020 Q3	$590K	Sell	9,466 -285	-3%	-$17.4K	0.1%	104
2020 Q2	$554K	Buy	+9,751	New	+$505K	0.1%	108

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TRUE Private Wealth Advisors's OTIS Position: Q3 2022 in Review

TRUE Private Wealth Advisors sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 8,109 shares — an estimated $573K sold.

TRUE Private Wealth Advisors first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $780K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

TRUE Private Wealth Advisors reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 8,109 Otis Worldwide shares in Q3 2022, an estimated $573K.
TRUE Private Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
TRUE Private Wealth Advisors's Otis Worldwide position peaked at $780K in Q4 2021.
1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.