LNWWM
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Laird Norton Wetherby Wealth Management’s Open Text OTEX Stock Holding History

Laird Norton Wetherby 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
Q4 		– Sell
-6,273
Closed -$209K – 933
2024
Q3 		$209K Buy
+6,273
New +$198K 0.01% 857
2024
Q2 		– Sell
-11,889
Closed -$462K – 960
2024
Q1 		$462K Sell
11,889
-134
-1% -$5.39K 0.02% 586
2023
Q4 		$505K Sell
12,023
-232
-2% -$8.71K 0.03% 539
2023
Q3 		$430K Sell
12,255
-836
-6% -$32.7K 0.02% 569
2023
Q2 		$544K Buy
13,091
+469
+4% +$18.8K 0.03% 509
2023
Q1 		$487K Buy
12,622
+272
+2% +$9.4K 0.03% 544
2022
Q4 		$366K Buy
+12,350
New +$350K 0.02% 618
2022
Q3 		– Sell
-10,058
Closed -$381K – 926
2022
Q2 		$381K Buy
10,058
+3,053
+44% +$121K 0.03% 594
2022
Q1 		$297K Sell
7,005
-1,299
-16% -$57.7K 0.02% 718
2021
Q4 		$394K Buy
8,304
+201
+2% +$9.88K 0.02% 617
2021
Q3 		$395K Buy
8,103
+125
+2% +$6.52K 0.02% 593
2021
Q2 		$405K Buy
7,978
+212
+3% +$10.3K 0.02% 590
2021
Q1 		$370K Buy
7,766
+73
+0.9% +$3.42K 0.03% 532
2020
Q4 		$350K Buy
7,693
+68
+0.9% +$2.91K 0.02% 599
2020
Q3 		$322K Sell
7,625
-107
-1% -$4.68K 0.03% 502
2020
Q2 		$328K Buy
7,732
+348
+5% +$13.8K 0.03% 478
2020
Q1 		$258K Buy
7,384
+741
+11% +$31.4K 0.03% 496
2019
Q4 		$293K Buy
6,643
+338
+5% +$14.2K 0.03% 548
2019
Q3 		$257K Sell
6,305
-867
-12% -$35.3K 0.03% 592
2019
Q2 		$295K Buy
7,172
+1,136
+19% +$45.2K 0.03% 543
2019
Q1 		$232K Buy
+6,036
New +$221K 0.03% 579
2018
Q4 		– Sell
-5,841
Closed -$222K – 670
2018
Q3 		$222K Buy
+5,841
New +$223K 0.03% 595
2018
Q2 		– Sell
-6,272
Closed -$219K – 658
2018
Q1 		$219K Buy
+6,272
New +$219K 0.03% 583

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's OTEX Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Open Text (OTEX) in Q4 2024, closing a stake of 6,273 shares — an estimated $209K sold.

Laird Norton Wetherby Wealth Management first reported a position in OTEX in Q1 2018 and held it in 23 quarters. The position peaked at $544K in Q2 2023. 281 funds tracked by Wall St. Rank hold OTEX as of Q4 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Open Text position as of Q4 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 6,273 Open Text shares in Q4 2024, an estimated $209K.
  • Laird Norton Wetherby Wealth Management first reported a position in Open Text in Q1 2018 and held it in 23 quarters.
  • Laird Norton Wetherby Wealth Management's Open Text position peaked at $544K in Q2 2023.
  • 281 funds tracked by Wall St. Rank held Open Text as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.