Koshinski Asset Management
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Koshinski Asset Management’s Open Text OTEX Stock Holding History

Koshinski Asset 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
2022
Q1 		– Sell
-106
Closed -$5.03K – 2210
2021
Q4 		$5.03K Sell
106
-214
-67% -$10.5K ﹤0.01% 1803
2021
Q3 		$15.6K Buy
+320
New +$16.7K ﹤0.01% 1533

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Mackenzie Financial
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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $13.6B AUM 17.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Koshinski Asset Management's OTEX Position: Q1 2022 in Review

Koshinski Asset Management sold out of Open Text (OTEX) in Q1 2022, closing a stake of 106 shares — an estimated $5.03K sold.

Koshinski Asset Management first reported a position in OTEX in Q3 2021 and held it in 2 quarters. The position peaked at $15.6K in Q3 2021. 286 funds tracked by Wall St. Rank hold OTEX as of Q1 2022.

  • Koshinski Asset Management reported no remaining Open Text position as of Q1 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 106 Open Text shares in Q1 2022, an estimated $5.03K.
  • Koshinski Asset Management first reported a position in Open Text in Q3 2021 and held it in 2 quarters.
  • Koshinski Asset Management's Open Text position peaked at $15.6K in Q3 2021.
  • 286 funds tracked by Wall St. Rank held Open Text as of Q1 2022.

Based on Koshinski Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.