Janney Montgomery Scott
OTEX icon

Janney Montgomery Scott’s Open Text OTEX Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-15,054
Closed -$452K – 2802
2024
Q2 		$452K Buy
+15,054
New +$483K ﹤0.01% 1963
2023
Q2 		– Sell
-15,091
Closed -$582K – 2697
2023
Q1 		$582K Sell
15,091
-2,072
-12% -$71.6K ﹤0.01% 1628
2022
Q4 		$509K Buy
+17,163
New +$487K ﹤0.01% 1768
2017
Q2 		– Sell
-6,537
Closed -$222K – 1788
2017
Q1 		$222K Sell
6,537
-8,145
-55% -$271K ﹤0.01% 1563
2016
Q4 		$454K Buy
14,682
+2,738
+23% +$85.4K 0.01% 1124
2016
Q3 		$387K Sell
11,944
-12,384
-51% -$387K 0.01% 1079
2016
Q2 		$720K Buy
24,328
+15,368
+172% +$435K 0.01% 451
2016
Q1 		$232K Buy
+8,960
New +$216K 0.01% 1074

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return