MML Investors Services
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MML Investors Services’s Open Text OTEX Stock Holding History

MML Investors Services’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
Q1 		– Sell
-6,181
Closed -$260K – 2546
2023
Q4 		$260K Buy
+6,181
New +$232K ﹤0.01% 2140

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BGC
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MML Investors Services's OTEX Position: Q1 2024 in Review

MML Investors Services sold out of Open Text (OTEX) in Q1 2024, closing a stake of 6,181 shares — an estimated $260K sold.

MML Investors Services first reported a position in OTEX in Q4 2023 and held it in 1 quarter. The position peaked at $260K in Q4 2023. 274 funds tracked by Wall St. Rank hold OTEX as of Q1 2024.

  • MML Investors Services reported no remaining Open Text position as of Q1 2024 after selling out during the quarter.
  • MML Investors Services sold 6,181 Open Text shares in Q1 2024, an estimated $260K.
  • MML Investors Services first reported a position in Open Text in Q4 2023 and held it in 1 quarter.
  • MML Investors Services's Open Text position peaked at $260K in Q4 2023.
  • 274 funds tracked by Wall St. Rank held Open Text as of Q1 2024.

Based on MML Investors Services's 13F filing for Q1 2024, filed 14 May 2024.