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FDx Advisors’s Open Text OTEX Stock Holding History

FDx 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
2023
Q3 		– Sell
-82,624
Closed -$3.43M – 738
2023
Q2 		$3.43M Buy
+82,624
New +$3.32M 0.19% 130
2019
Q4 		– Sell
-6,259
Closed -$255K – 646
2019
Q3 		$255K Buy
6,259
+250
+4% +$10.2K 0.02% 526
2019
Q2 		$248K Buy
6,009
+610
+11% +$24.3K 0.01% 696
2019
Q1 		$207K Buy
+5,399
New +$197K 0.01% 728
2018
Q2 		– Sell
-9,516
Closed -$331K – 1026
2018
Q1 		$331K Sell
9,516
-883
-8% -$30.8K 0.01% 933
2017
Q4 		$371K Sell
10,399
-3,082
-23% -$103K 0.01% 925
2017
Q3 		$435K Buy
13,481
+5,765
+75% +$187K 0.01% 857
2017
Q2 		$243K Buy
+7,716
New +$254K 0.01% 1068
2015
Q2 		– Sell
-26,400
Closed -$697K – 1016
2015
Q1 		$697K Sell
26,400
-7,438
-22% -$213K 0.02% 765
2014
Q4 		$986K Sell
33,838
-440
-1% -$12.5K 0.06% 307
2014
Q3 		$950K Buy
34,278
+9,034
+36% +$241K 0.06% 343
2014
Q2 		$605K Buy
25,244
+13,810
+121% +$327K 0.04% 516
2014
Q1 		$273K Buy
+11,434
New +$277K 0.02% 644

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return