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Guidance Point Advisors’s Open Text OTEX Stock Holding History

Guidance Point 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
2021
Q4 		– Sell
-94
Closed -$4K – 315
2021
Q3 		$4K Buy
+94
New +$4.9K ﹤0.01% 357

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 $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Guidance Point Advisors's OTEX Position: Q4 2021 in Review

Guidance Point Advisors sold out of Open Text (OTEX) in Q4 2021, closing a stake of 94 shares — an estimated $4K sold.

Guidance Point Advisors first reported a position in OTEX in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 293 funds tracked by Wall St. Rank hold OTEX as of Q4 2021.

  • Guidance Point Advisors reported no remaining Open Text position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 94 Open Text shares in Q4 2021, an estimated $4K.
  • Guidance Point Advisors first reported a position in Open Text in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Open Text position peaked at $4K in Q3 2021.
  • 293 funds tracked by Wall St. Rank held Open Text as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.