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WFA of San Diego’s Otis Worldwide OTIS Stock Holding History

WFA of San Diego’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
2023
Q1 		– Sell
-75
Closed -$5.87K – 307
2022
Q4 		$5.87K Buy
+75
New +$5.54K ﹤0.01% 394
2022
Q3 		– Sell
-75
Closed -$5K – 299
2022
Q2 		$5K Buy
+75
New +$5.52K ﹤0.01% 324

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFA of San Diego's OTIS Position: Q1 2023 in Review

WFA of San Diego sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 75 shares — an estimated $5.87K sold.

WFA of San Diego first reported a position in OTIS in Q2 2022 and held it in 2 quarters. The position peaked at $5.87K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • WFA of San Diego reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • WFA of San Diego sold 75 Otis Worldwide shares in Q1 2023, an estimated $5.87K.
  • WFA of San Diego first reported a position in Otis Worldwide in Q2 2022 and held it in 2 quarters.
  • WFA of San Diego's Otis Worldwide position peaked at $5.87K in Q4 2022.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.