Castle Financial & Retirement Planning Associates’s Open Text OTEX Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$1K	Buy	+18	New	+$885	﹤0.01%	193

Other funds holding OTEX

JFL

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BGC

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's OTEX Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Open Text (OTEX) in Q4 2021: 18 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #193 among its holdings.

294 funds tracked by Wall St. Rank hold OTEX as of Q4 2021.

Castle Financial & Retirement Planning Associates held 18 shares of Open Text worth $1K as of Q4 2021.
Open Text was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Open Text made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #193 holding.
294 funds tracked by Wall St. Rank held Open Text as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.