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IAG Wealth Partners’s Open Text OTEX Stock Holding History

IAG Wealth Partners’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
-112
Closed -$3.73K – 531
2024
Q3 		$3.73K Buy
+112
New +$3.53K ﹤0.01% 423

Other funds holding OTEX

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Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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 $75B AUM 11.27% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

IAG Wealth Partners's OTEX Position: Q4 2024 in Review

IAG Wealth Partners sold out of Open Text (OTEX) in Q4 2024, closing a stake of 112 shares — an estimated $3.73K sold.

IAG Wealth Partners first reported a position in OTEX in Q3 2024 and held it in 1 quarter. The position peaked at $3.73K in Q3 2024. 280 funds tracked by Wall St. Rank hold OTEX as of Q4 2024.

  • IAG Wealth Partners reported no remaining Open Text position as of Q4 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 112 Open Text shares in Q4 2024, an estimated $3.73K.
  • IAG Wealth Partners first reported a position in Open Text in Q3 2024 and held it in 1 quarter.
  • IAG Wealth Partners's Open Text position peaked at $3.73K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held Open Text as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.