Janiczek Wealth Management’s Open Text OTEX Stock Holding History

Janiczek 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
2024 Q2	$76.8K	Sell	2,557 -864	-25%	-$27.7K	0.02%	331
2024 Q1	$133K	Hold	3,421	–	–	0.03%	242
2023 Q4	$144K	Buy	3,421 +75	+2%	+$2.81K	0.03%	217
2023 Q3	$117K	Sell	3,346 -291	-8%	-$11.4K	0.03%	223
2023 Q2	$151K	Buy	3,637 +395	+12%	+$15.9K	0.04%	166
2023 Q1	$127K	Hold	3,242	–	–	0.04%	177
2022 Q4	$105K	Buy	3,242 +787	+32%	+$22.3K	0.03%	214
2022 Q3	$64K	Buy	2,455 +2,377	+3,047%	+$83.9K	0.02%	273
2022 Q2	$3K	Sell	78 -10	-11%	-$396	﹤0.01%	741
2022 Q1	$4K	Sell	88 -48	-35%	-$2.13K	﹤0.01%	704
2021 Q4	$6K	Hold	136	–	–	﹤0.01%	680
2021 Q3	$7K	Hold	136	–	–	﹤0.01%	638
2021 Q2	$7K	Hold	136	–	–	﹤0.01%	617
2021 Q1	$6K	Buy	136 +48	+55%	+$2.25K	﹤0.01%	619
2020 Q4	$4K	Buy	+88	New	+$3.76K	﹤0.01%	630

Other funds holding OTEX

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 $528B AUM 27.57% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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