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Legacy Investment Solutions’s Open Text OTEX Stock Holding History

Legacy Investment Solutions’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
-150
Closed -$4.57K – 799
2024
Q3 		$4.57K Buy
+150
New +$4.72K ﹤0.01% 395

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TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Legacy Investment Solutions's OTEX Position: Q4 2024 in Review

Legacy Investment Solutions sold out of Open Text (OTEX) in Q4 2024, closing a stake of 150 shares — an estimated $4.57K sold.

Legacy Investment Solutions first reported a position in OTEX in Q3 2024 and held it in 1 quarter. The position peaked at $4.57K in Q3 2024. 280 funds tracked by Wall St. Rank hold OTEX as of Q4 2024.

  • Legacy Investment Solutions reported no remaining Open Text position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 150 Open Text shares in Q4 2024, an estimated $4.57K.
  • Legacy Investment Solutions first reported a position in Open Text in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's Open Text position peaked at $4.57K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held Open Text as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.