Avestar Capital’s Otis Worldwide OTIS Stock Holding History

Avestar Capital’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
2025 Q1	–	Sell	-2,228	Closed	-$206K	–	530
2024 Q4	$206K	Buy	2,228 +143	+7%	+$14.3K	0.02%	478
2024 Q3	$217K	Sell	2,085 -29	-1%	-$2.76K	0.02%	432
2024 Q2	$203K	Buy	+2,114	New	+$204K	0.02%	419

Other funds holding OTIS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avestar Capital's OTIS Position: Q1 2025 in Review

Avestar Capital sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 2,228 shares — an estimated $206K sold.

Avestar Capital first reported a position in OTIS in Q2 2024 and held it in 3 quarters. The position peaked at $217K in Q3 2024. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Avestar Capital reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Avestar Capital sold 2,228 Otis Worldwide shares in Q1 2025, an estimated $206K.
Avestar Capital first reported a position in Otis Worldwide in Q2 2024 and held it in 3 quarters.
Avestar Capital's Otis Worldwide position peaked at $217K in Q3 2024.
1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Avestar Capital's 13F filing for Q1 2025, filed 14 May 2025.