Avantax Planning Partners’s Otis Worldwide OTIS Stock Holding History

Avantax Planning Partners’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
2024 Q1	–	Sell	-2,809	Closed	-$251K	–	472
2023 Q4	$251K	Buy	+2,809	New	+$234K	0.01%	320
2023 Q3	–	Sell	-2,647	Closed	-$236K	–	381
2023 Q2	$236K	Buy	2,647 +88	+3%	+$7.41K	0.01%	331
2023 Q1	$216K	Buy	+2,559	New	+$212K	0.01%	346
2022 Q2	–	Sell	-2,894	Closed	-$223K	–	365
2022 Q1	$223K	Sell	2,894 -73	-2%	-$5.83K	0.01%	326
2021 Q4	$258K	Buy	2,967 +93	+3%	+$7.79K	0.01%	299
2021 Q3	$236K	Buy	2,874 +9	+0.3%	+$791	0.01%	291
2021 Q2	$234K	Sell	2,865 -125	-4%	-$9.62K	0.01%	288
2021 Q1	$205K	Sell	2,990 -30	-1%	-$1.96K	0.01%	292
2020 Q4	$204K	Sell	3,020 -1,321	-30%	-$85.7K	0.01%	277
2020 Q3	$271K	Sell	4,341 -477	-10%	-$29.2K	0.01%	243
2020 Q2	$274K	Buy	+4,818	New	+$250K	0.02%	226

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avantax Planning Partners's OTIS Position: Q1 2024 in Review

Avantax Planning Partners sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 2,809 shares — an estimated $251K sold.

Avantax Planning Partners first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $274K in Q2 2020. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Avantax Planning Partners reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
Avantax Planning Partners sold 2,809 Otis Worldwide shares in Q1 2024, an estimated $251K.
Avantax Planning Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
Avantax Planning Partners's Otis Worldwide position peaked at $274K in Q2 2020.
1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Avantax Planning Partners's 13F filing for Q1 2024, filed 3 May 2024.