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Meridian Wealth Partners’s Open Text OTEX Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-73
Closed -$3K – 900
2021
Q1 		$3K Buy
+73
New +$3.42K ﹤0.01% 886

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
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Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Meridian Wealth Partners's OTEX Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Open Text (OTEX) in Q2 2021, closing a stake of 73 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in OTEX in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 276 funds tracked by Wall St. Rank hold OTEX as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Open Text position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 73 Open Text shares in Q2 2021, an estimated $3K.
  • Meridian Wealth Partners first reported a position in Open Text in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Open Text position peaked at $3K in Q1 2021.
  • 276 funds tracked by Wall St. Rank held Open Text as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.