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Abound Wealth Management’s Open Text OTEX Stock Holding History

Abound Wealth Management’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$77 – 1335
2025
Q1 		$77 Buy
+3
New +$82 ﹤0.01% 1250
2024
Q1 		– Sell
-1
Closed -$22 – 1363
2023
Q4 		$22 Buy
+1
New +$38 ﹤0.01% 1318

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Abound Wealth Management's OTEX Position: Q2 2025 in Review

Abound Wealth Management sold out of Open Text (OTEX) in Q2 2025, closing a stake of 3 shares — an estimated $77 sold.

Abound Wealth Management first reported a position in OTEX in Q4 2023 and held it in 2 quarters. The position peaked at $77 in Q1 2025. 273 funds tracked by Wall St. Rank hold OTEX as of Q2 2025.

  • Abound Wealth Management reported no remaining Open Text position as of Q2 2025 after selling out during the quarter.
  • Abound Wealth Management sold 3 Open Text shares in Q2 2025, an estimated $77.
  • Abound Wealth Management first reported a position in Open Text in Q4 2023 and held it in 2 quarters.
  • Abound Wealth Management's Open Text position peaked at $77 in Q1 2025.
  • 273 funds tracked by Wall St. Rank held Open Text as of Q2 2025.

Based on Abound Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.