Corient Private Wealth
OTEX icon

Corient Private Wealth’s Open Text OTEX Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-7,968
Closed -$265K – 2482
2024
Q3 		$265K Sell
7,968
-2,112
-21% -$66.5K ﹤0.01% 2067
2024
Q2 		$303K Sell
10,080
-1,423
-12% -$45.6K ﹤0.01% 1904
2024
Q1 		$447K Buy
11,503
+42
+0.4% +$1.69K ﹤0.01% 1693
2023
Q4 		$482K Buy
11,461
+149
+1% +$5.59K ﹤0.01% 1625
2023
Q3 		$397K Buy
11,312
+897
+9% +$35.1K ﹤0.01% 1613
2023
Q2 		$433K Buy
10,415
+86
+0.8% +$3.45K ﹤0.01% 1521
2023
Q1 		$398K Buy
+10,329
New +$357K ﹤0.01% 1474

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CB
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TCAM
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