CA
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Clearstead Advisors’s Open Text OTEX Stock Holding History

Clearstead 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
2024
Q2 		– Sell
-484
Closed -$14.8K – 2056
2024
Q1 		$14.8K Sell
484
-76
-14% -$3.06K ﹤0.01% 993
2023
Q4 		$23.5K Sell
560
-560
-50% -$21K ﹤0.01% 909
2023
Q3 		$39.3K Buy
1,120
+560
+100% +$21.9K ﹤0.01% 920
2023
Q2 		$23.3K Hold
560
– – ﹤0.01% 877
2023
Q1 		$21.6K Hold
560
– – ﹤0.01% 841
2022
Q4 		$16.6K Hold
560
– – ﹤0.01% 829
2022
Q3 		$15K Hold
560
– – ﹤0.01% 819
2022
Q2 		$21K Sell
560
-2,050
-79% -$81.2K ﹤0.01% 793
2022
Q1 		$111K Hold
2,610
– – 0.01% 528
2021
Q4 		$124K Buy
+2,610
New +$128K 0.01% 485

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return