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Otis Worldwide Corp shares owned by New England Guild Wealth Advisors

Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by New England Guild Wealth Advisors from 13F filings

Historical chart of New England Guild Wealth Advisors investment in Otis Worldwide Corp

Tip: Access up to 7 years of quarterly data

All positions including Otis Worldwide Corp held by New England Guild Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Otis Worldwide Corp by New England Guild Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $340k 4.3k 78.40
2022-09-30 $277k 4.3k 63.87
2022-06-30 $306k 4.3k 70.56
2022-03-31 $334k 4.3k 77.01
2021-12-31 $378k 4.3k 87.16

More positions owned by New England Guild Wealth Advisors

Vanguard Total Int'l Etf (VXUS)
Vanguard Short-Term Bond Etf (BSV)
Vanguard Short-Term Corp. Bond Etf (VCSH)
SPDR S&P 500 Etf (SPY)
Vanguard Total Stock Market Etf (VTI)
Proshares Dividend Aristocrats Etf (REGL)
ProShares Dividend Aristocrats Etf (NOBL)
iShares Core MSCI EAFE Etf (IEFA)
Vanguard Total Bond Market Etf (BND)
Vanguard Int'l Developed Marke Etf (VEA)
SPDR Doubleline Ttl Rtrn Etf (TOTL)
iShares Russell 2000 Etf (IWM)
iShares Core S&P 500 Etf (IVV)
Vanguard Mid-Cap Etf (VO)
iShares Core US Aggregate Bond Etf (AGG)

View all positions for New England Guild Wealth Advisors

Top funds holding Otis Worldwide Corp

Vanguard Group
Alliancebernstein
Jpmorgan Chase & Co
Fiera Capital Corporation
Massachusetts Financial Services
Norges Bank Investment Management
Dodge & Cox
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
Sarasin & Partners
Robeco Investment Management
Ubs Global Asset Management Americas
Mitsubishi UFJ Asset Management
Wellington Management Company

View all funds holding Otis Worldwide Corp