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Avidian Wealth Enterprises’s Otis Worldwide OTIS Stock Holding History

Avidian Wealth Enterprises’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
-3,173
Closed -$248K – 496
2022
Q4 		$248K Buy
+3,173
New +$234K 0.02% 394

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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

Avidian Wealth Enterprises's OTIS Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 3,173 shares — an estimated $248K sold.

Avidian Wealth Enterprises first reported a position in OTIS in Q4 2022 and held it in 1 quarter. The position peaked at $248K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Avidian Wealth Enterprises reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 3,173 Otis Worldwide shares in Q1 2023, an estimated $248K.
  • Avidian Wealth Enterprises first reported a position in Otis Worldwide in Q4 2022 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Otis Worldwide position peaked at $248K in Q4 2022.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.