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Walled Lake Planning & Wealth Management’s Otis Worldwide OTIS Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q1 		– Sell
-14
Closed -$1K – 360
2020
Q4 		$1K Hold
14
– – ﹤0.01% 309
2020
Q3 		$1K Hold
14
– – ﹤0.01% 322
2020
Q2 		$1K Buy
+14
New +$725 ﹤0.01% 314

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Walled Lake Planning & Wealth Management's OTIS Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 14 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 1,127 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 14 Otis Worldwide shares in Q1 2021, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Otis Worldwide position peaked at $1K in Q4 2020.
  • 1,127 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.