EWA
OTEX icon

EverSource Wealth Advisors’s Open Text OTEX Stock Holding History

EverSource Wealth 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
2026
Q1 		$50.3K Buy
2,262
+98
+5% +$2.54K ﹤0.01% 1878
2025
Q4 		$70.5K Buy
2,164
+223
+11% +$7.95K ﹤0.01% 1507
2025
Q3 		$72.6K Sell
1,941
-64
-3% -$2.05K ﹤0.01% 1443
2025
Q2 		$58.6K Buy
2,005
+570
+40% +$15.5K ﹤0.01% 1518
2025
Q1 		$36.2K Buy
1,435
+761
+113% +$20.9K ﹤0.01% 1397
2024
Q4 		$19.1K Sell
674
-34
-5% -$1.05K ﹤0.01% 1651
2024
Q3 		$23.6K Sell
708
-221
-24% -$6.96K ﹤0.01% 1410
2024
Q2 		$29.3K Sell
929
-1,266
-58% -$40.6K ﹤0.01% 1331
2024
Q1 		$77.5K Buy
2,195
+9
+0.4% +$362 0.01% 807
2023
Q4 		$91.9K Buy
2,186
+334
+18% +$12.5K 0.01% 670
2023
Q3 		$65K Sell
1,852
-178
-9% -$6.97K 0.01% 722
2023
Q2 		$84.3K Buy
2,030
+191
+10% +$7.67K 0.01% 641
2023
Q1 		$70.9K Buy
1,839
+137
+8% +$4.74K 0.01% 663
2022
Q4 		$50.4K Sell
1,702
-876
-34% -$24.8K 0.01% 758
2022
Q3 		$68K Buy
2,578
+1,038
+67% +$36.7K 0.02% 551
2022
Q2 		$58K Buy
1,540
+1,402
+1,016% +$55.5K 0.02% 577
2022
Q1 		$6K Buy
+138
New +$6.13K ﹤0.01% 1187

Other funds holding OTEX

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return