Ahrens Investment Partners’s Open Text OTEX Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$1.93K	Buy	+50	New	+$1.73K	﹤0.01%	890
2022 Q3	–	Sell	-50	Closed	-$2K	–	679
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	886
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	957
2021 Q4	$2K	Buy	+50	New	+$2.46K	﹤0.01%	975

Other funds holding OTEX

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ahrens Investment Partners's OTEX Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Open Text (OTEX) in Q1 2023: 50 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in OTEX as recently as Q2 2022.

Ahrens Investment Partners first reported a position in OTEX in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q2 2022. 248 funds tracked by Wall St. Rank hold OTEX as of Q1 2023.

Ahrens Investment Partners held 50 shares of Open Text worth $1.93K as of Q1 2023.
Open Text was a new Ahrens Investment Partners position in Q1 2023.
Open Text made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #890 holding.
Ahrens Investment Partners first reported a position in Open Text in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's Open Text position peaked at $2K in Q2 2022.
248 funds tracked by Wall St. Rank held Open Text as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.