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Avior Wealth Management’s Open Text OTEX Stock Holding History

Avior 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
2026
Q1 		– Sell
-18,465
Closed -$602K – 851
2025
Q4 		$602K Sell
18,465
-14,905
-45% -$531K 0.02% 421
2025
Q3 		$1.25M Sell
33,370
-8,490
-20% -$272K 0.04% 266
2025
Q2 		$1.22M Buy
41,860
+41,800
+69,667% +$1.14M 0.04% 256
2025
Q1 		$1.52K Sell
60
-44,602
-100% -$1.22M ﹤0.01% 735
2024
Q4 		$1.26M Buy
44,662
+4,600
+11% +$142K 0.05% 242
2024
Q3 		$1.33M Sell
40,062
-4,700
-10% -$148K 0.05% 229
2024
Q2 		$1.34M Buy
44,762
+12,820
+40% +$411K 0.06% 219
2024
Q1 		$1.24M Buy
31,942
+2,442
+8% +$98.3K 0.06% 240
2023
Q4 		$1.24M Hold
29,500
– – 0.08% 173
2023
Q3 		$1.04M Buy
29,500
+6,400
+28% +$251K 0.07% 182
2023
Q2 		$960K Sell
23,100
-4,900
-18% -$197K 0.06% 206
2023
Q1 		$1.08M Hold
28,000
– – 0.07% 186
2022
Q4 		$830K Buy
28,000
+8,200
+41% +$233K 0.06% 211
2022
Q3 		$523K Buy
+19,800
New +$699K 0.04% 261

Other funds holding OTEX

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Avior Wealth Management's OTEX Position: Q1 2026 in Review

Avior Wealth Management sold out of Open Text (OTEX) in Q1 2026, closing a stake of 18,465 shares — an estimated $602K sold.

Avior Wealth Management first reported a position in OTEX in Q3 2022 and held it in 14 quarters. The position peaked at $1.34M in Q2 2024. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

  • Avior Wealth Management reported no remaining Open Text position as of Q1 2026 after selling out during the quarter.
  • Avior Wealth Management sold 18,465 Open Text shares in Q1 2026, an estimated $602K.
  • Avior Wealth Management first reported a position in Open Text in Q3 2022 and held it in 14 quarters.
  • Avior Wealth Management's Open Text position peaked at $1.34M in Q2 2024.
  • 289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.