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Kestra Investment Management’s Open Text OTEX Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-126
Closed -$3.57K – 1262
2024
Q4 		$3.57K Buy
+126
New +$3.88K ﹤0.01% 955

Other funds holding OTEX

JFL
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 $75.4B AUM 14.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Kestra Investment Management's OTEX Position: Q1 2025 in Review

Kestra Investment Management sold out of Open Text (OTEX) in Q1 2025, closing a stake of 126 shares — an estimated $3.57K sold.

Kestra Investment Management first reported a position in OTEX in Q4 2024 and held it in 1 quarter. The position peaked at $3.57K in Q4 2024. 266 funds tracked by Wall St. Rank hold OTEX as of Q1 2025.

  • Kestra Investment Management reported no remaining Open Text position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 126 Open Text shares in Q1 2025, an estimated $3.57K.
  • Kestra Investment Management first reported a position in Open Text in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Open Text position peaked at $3.57K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Open Text as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.