WBH Advisory’s Otis Worldwide OTIS Stock Holding History

WBH Advisory’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	-3,152	Closed	-$274K	–	325
2021 Q4	$274K	Hold	3,152	–	–	0.03%	278
2021 Q3	$259K	Hold	3,152	–	–	0.03%	259
2021 Q2	$281K	Sell	3,152 -91	-3%	-$7K	0.04%	232
2021 Q1	$222K	Sell	3,243 -296	-8%	-$19.3K	0.04%	254
2020 Q4	$231K	Sell	3,539 -330	-9%	-$21.4K	0.04%	243
2020 Q3	$241K	Sell	3,869 -503	-12%	-$30.8K	0.05%	223
2020 Q2	$248K	Buy	+4,372	New	+$227K	0.06%	213

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

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

WBH Advisory's OTIS Position: Q1 2022 in Review

WBH Advisory sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 3,152 shares — an estimated $274K sold.

WBH Advisory first reported a position in OTIS in Q2 2020 and held it in 7 quarters. The position peaked at $281K in Q2 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

WBH Advisory reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
WBH Advisory sold 3,152 Otis Worldwide shares in Q1 2022, an estimated $274K.
WBH Advisory first reported a position in Otis Worldwide in Q2 2020 and held it in 7 quarters.
WBH Advisory's Otis Worldwide position peaked at $281K in Q2 2021.
1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on WBH Advisory's 13F filing for Q1 2022, filed 29 Apr 2022.