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Wealthspire Advisors (Maryland)’s Otis Worldwide OTIS Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-4,201
Closed -$239K – 529
2020
Q2 		$239K Buy
+4,201
New +$218K 0.02% 381

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OTIS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Otis Worldwide (OTIS) in Q3 2020, closing a stake of 4,201 shares — an estimated $239K sold.

Wealthspire Advisors (Maryland) first reported a position in OTIS in Q2 2020 and held it in 1 quarter. The position peaked at $239K in Q2 2020. 1,112 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Otis Worldwide position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,201 Otis Worldwide shares in Q3 2020, an estimated $239K.
  • Wealthspire Advisors (Maryland) first reported a position in Otis Worldwide in Q2 2020 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Otis Worldwide position peaked at $239K in Q2 2020.
  • 1,112 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.