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Wealthstreet Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-5,350
Closed -$366K – 252
2021
Q1 		$366K Sell
5,350
-400
-7% -$26.1K 0.04% 294
2020
Q4 		$388K Sell
5,750
-102
-2% -$6.62K 0.04% 269
2020
Q3 		$365K Sell
5,852
-778
-12% -$47.6K 0.04% 256
2020
Q2 		$377K Buy
+6,630
New +$344K 0.05% 245

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthstreet Investment Advisors's OTIS Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Otis Worldwide (OTIS) in Q2 2021, closing a stake of 5,350 shares — an estimated $366K sold.

Wealthstreet Investment Advisors first reported a position in OTIS in Q2 2020 and held it in 4 quarters. The position peaked at $388K in Q4 2020. 1,137 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Otis Worldwide position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 5,350 Otis Worldwide shares in Q2 2021, an estimated $366K.
  • Wealthstreet Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Otis Worldwide position peaked at $388K in Q4 2020.
  • 1,137 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.