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Legacy Wealth Management (Idaho)’s Open Text OTEX Stock Holding History

Legacy Wealth Management (Idaho)’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

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 $75B AUM 11.27% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s OTEX Position: Q4 2024 in Review

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

Legacy Wealth Management (Idaho) 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 Wealth Management (Idaho) reported no remaining Open Text position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 150 Open Text shares in Q4 2024, an estimated $4.57K.
  • Legacy Wealth Management (Idaho) first reported a position in Open Text in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'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 Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.