Harvest Group Wealth Management’s Open Text OTEX Stock Holding History

Harvest Group Wealth Management’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 Q1	–	Sell	-648	Closed	-$29K	–	510
2020 Q4	$29K	Hold	648	–	–	0.02%	151
2020 Q3	$27K	Hold	648	–	–	0.02%	141
2020 Q2	$27K	Buy	648 +180	+38%	+$7.14K	0.02%	131
2020 Q1	$16K	Hold	468	–	–	0.02%	160
2019 Q4	$20K	Hold	468	–	–	0.02%	159
2019 Q3	$19K	Hold	468	–	–	0.02%	173
2019 Q2	$19K	Buy	468 +54	+13%	+$2.15K	0.02%	160
2019 Q1	$16K	Buy	+414	New	+$15.1K	0.01%	187

Other funds holding OTEX

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return