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Financial Advisory Group

SEC CIK
0001539338
Latest filing
May 10, 2024

OTIS holding history

Otis Worldwide Corp in every 13F filed by Financial Advisory Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTIS overviewAll 13F holders of OTISFull Q1 2024 holdings

Shares (Q1 2024)
3,711
Value
$368.4K
% of portfolio
0.1%
Quarters held
13
Since Q1 2021
Holdings of OTIS by Financial Advisory Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20243,711$368.4K0.1%00.0%UnchangedHolders
Q4 20233,711$332.0K0.1%00.0%UnchangedHolders
Q3 20233,711$298.0K0.1%−94−2.5%ReducedHolders
Q2 20233,805$338.7K0.1%−150−3.8%ReducedHolders
Q1 20233,955$333.8K0.1%−513−11.5%ReducedHolders
Q4 20224,468$350.0K0.1%00.0%UnchangedHolders
Q3 20224,468$285.0K0.1%00.0%UnchangedHolders
Q2 20224,468$316.0K0.1%00.0%UnchangedHolders
Q1 20224,468$344.0K0.1%00.0%UnchangedHolders
Q4 20214,468$389.0K0.1%00.0%UnchangedHolders
Q3 20214,468$368.0K0.1%00.0%UnchangedHolders
Q2 20214,468$365.0K0.1%00.0%UnchangedHolders
Q1 20214,468$306.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.