AWM
OTIS icon

Avior Wealth Management’s Otis Worldwide OTIS Stock Holding History

Avior Wealth Management’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
-633
Closed -$58.6K – 1836
2024
Q4 		$58.6K Sell
633
-4
-0.6% -$401 ﹤0.01% 1087
2024
Q3 		$66.2K Sell
637
-52
-8% -$4.95K ﹤0.01% 1021
2024
Q2 		$66.3K Sell
689
-1,692
-71% -$163K ﹤0.01% 996
2024
Q1 		$236K Buy
2,381
+1,894
+389% +$175K 0.01% 660
2023
Q4 		$43.6K Buy
487
+6
+1% +$499 ﹤0.01% 754
2023
Q3 		$38.6K Buy
481
+143
+42% +$12.2K ﹤0.01% 810
2023
Q2 		$30.1K Sell
338
-51
-13% -$4.3K ﹤0.01% 861
2023
Q1 		$32.8K Buy
389
+190
+95% +$15.7K ﹤0.01% 866
2022
Q4 		$15.6K Hold
199
– – ﹤0.01% 789
2022
Q3 		$12K Buy
199
+51
+34% +$3.73K ﹤0.01% 829
2022
Q2 		$10K Hold
148
– – ﹤0.01% 777
2022
Q1 		$11K Hold
148
– – ﹤0.01% 821
2021
Q4 		$12K Sell
148
-105
-42% -$8.79K ﹤0.01% 784
2021
Q3 		$20K Buy
253
+170
+205% +$14.9K ﹤0.01% 665
2021
Q2 		$6K Buy
83
+20
+32% +$1.54K ﹤0.01% 806
2021
Q1 		$4K Buy
63
+59
+1,475% +$3.86K ﹤0.01% 860
2020
Q4 		$0 Sell
4
-34
-89% -$2.21K ﹤0.01% 1055
2020
Q3 		$2K Buy
38
+9
+31% +$550 ﹤0.01% 830
2020
Q2 		$1K Buy
+29
New +$1.5K ﹤0.01% 857

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avior Wealth Management's OTIS Position: Q1 2025 in Review

Avior Wealth Management sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 633 shares — an estimated $58.6K sold.

Avior Wealth Management first reported a position in OTIS in Q2 2020 and held it in 19 quarters. The position peaked at $236K in Q1 2024. 1,245 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Avior Wealth Management reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 633 Otis Worldwide shares in Q1 2025, an estimated $58.6K.
  • Avior Wealth Management first reported a position in Otis Worldwide in Q2 2020 and held it in 19 quarters.
  • Avior Wealth Management's Otis Worldwide position peaked at $236K in Q1 2024.
  • 1,245 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.