JWA
OTEX icon

JFS Wealth Advisors’s Open Text OTEX Stock Holding History

JFS Wealth 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
2026
Q1 		– Sell
-75
Closed -$2.44K – 1931
2025
Q4 		$2.44K Buy
75
+28
+60% +$998 ﹤0.01% 1481
2025
Q3 		$1.76K Buy
47
+10
+27% +$321 ﹤0.01% 1471
2025
Q2 		$1.08K Buy
37
+24
+185% +$652 ﹤0.01% 1554
2025
Q1 		$329 Sell
13
-65
-83% -$1.78K ﹤0.01% 1807
2024
Q4 		$2.21K Buy
78
+15
+24% +$462 ﹤0.01% 1438
2024
Q3 		$2.1K Hold
63
– – ﹤0.01% 1466
2024
Q2 		$1.89K Sell
63
-23
-27% -$738 ﹤0.01% 1452
2024
Q1 		$3.34K Hold
86
– – ﹤0.01% 1254
2023
Q4 		$3.61K Buy
86
+23
+37% +$863 ﹤0.01% 1188
2023
Q3 		$2.21K Sell
63
-18
-22% -$705 ﹤0.01% 1321
2023
Q2 		$3.37K Buy
81
+18
+29% +$723 ﹤0.01% 1190
2023
Q1 		$2.43K Buy
63
+1
+2% +$35 ﹤0.01% 1288
2022
Q4 		$1.84K Buy
62
+55
+786% +$1.56K ﹤0.01% 1403
2022
Q3 		$0 Sell
7
-92
-93% -$3.25K ﹤0.01% 1869
2022
Q2 		$4K Sell
99
-94
-49% -$3.72K ﹤0.01% 1102
2022
Q1 		$8K Hold
193
– – ﹤0.01% 877
2021
Q4 		$9K Sell
193
-171
-47% -$8.41K ﹤0.01% 705
2021
Q3 		$18K Buy
+364
New +$19K ﹤0.01% 561

Other funds holding OTEX

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

JFS Wealth Advisors's OTEX Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Open Text (OTEX) in Q1 2026, closing a stake of 75 shares — an estimated $2.44K sold.

JFS Wealth Advisors first reported a position in OTEX in Q3 2021 and held it in 18 quarters. The position peaked at $18K in Q3 2021. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Open Text position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 75 Open Text shares in Q1 2026, an estimated $2.44K.
  • JFS Wealth Advisors first reported a position in Open Text in Q3 2021 and held it in 18 quarters.
  • JFS Wealth Advisors's Open Text position peaked at $18K in Q3 2021.
  • 289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.