Artemis Wealth Advisors’s Open Text OTEX Stock Holding History

Artemis 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
2023 Q1	–	Sell	-10	Closed	-$296	–	82
2022 Q4	$296	Hold	10	–	–	﹤0.01%	87
2022 Q3	$264	Hold	10	–	–	﹤0.01%	104
2022 Q2	$378	Buy	+10	New	+$396	﹤0.01%	127

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

Artemis Wealth Advisors's OTEX Position: Q1 2023 in Review

Artemis Wealth Advisors sold out of Open Text (OTEX) in Q1 2023, closing a stake of 10 shares — an estimated $296 sold.

Artemis Wealth Advisors first reported a position in OTEX in Q2 2022 and held it in 3 quarters. The position peaked at $378 in Q2 2022. 248 funds tracked by Wall St. Rank hold OTEX as of Q1 2023.

Artemis Wealth Advisors reported no remaining Open Text position as of Q1 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 10 Open Text shares in Q1 2023, an estimated $296.
Artemis Wealth Advisors first reported a position in Open Text in Q2 2022 and held it in 3 quarters.
Artemis Wealth Advisors's Open Text position peaked at $378 in Q2 2022.
248 funds tracked by Wall St. Rank held Open Text as of Q1 2023.

Based on Artemis Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.