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Barry Investment Advisors’s Open Text OTEX Stock Holding History

Barry Investment 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
2022
Q4 		– Sell
-9,063
Closed -$240K – 114
2022
Q3 		$240K Sell
9,063
-1,442
-14% -$50.9K 0.08% 101
2022
Q2 		$398K Sell
10,505
-1,117
-10% -$44.2K 0.12% 87
2022
Q1 		$493K Sell
11,622
-83
-0.7% -$3.69K 0.13% 85
2021
Q4 		$556K Sell
11,705
-173
-1% -$8.51K 0.15% 76
2021
Q3 		$579K Sell
11,878
-159
-1% -$8.29K 0.16% 67
2021
Q2 		$611K Buy
12,037
+1,191
+11% +$57.6K 0.16% 67
2021
Q1 		$517K Buy
+10,846
New +$507K 0.14% 74

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return