Arkadios Wealth Advisors’s Open Text OTEX Stock Holding History

Arkadios Wealth Advisors’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
2026 Q1	$2.25M	Buy	101,259 +16,188	+19%	+$420K	0.04%	468
2025 Q4	$2.77M	Buy	85,071 +1,879	+2%	+$67K	0.06%	350
2025 Q3	$3.11M	Buy	83,192 +71,249	+597%	+$2.28M	0.08%	283
2025 Q2	$349K	Buy	11,943 +112	+0.9%	+$3.04K	0.01%	1000
2025 Q1	$299K	Buy	+11,831	New	+$325K	0.01%	911
2021 Q4	–	Sell	-689	Closed	-$33K	–	1393
2021 Q3	$33K	Buy	689 +130	+23%	+$6.78K	﹤0.01%	1033
2021 Q2	$28K	Buy	559 +8	+1%	+$387	﹤0.01%	1145
2021 Q1	$26K	Buy	551 +224	+69%	+$10.5K	﹤0.01%	896
2020 Q4	$14K	Buy	327 +255	+354%	+$10.9K	﹤0.01%	870
2020 Q3	$3.01K	Buy	+72	New	+$3.15K	﹤0.01%	906

Other funds holding OTEX

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return