Optimum Investment Advisors’s Open Text OTEX Stock Holding History

Optimum Investment Advisors’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
2023 Q1	–	Sell	-13	Closed	-$385	–	772
2022 Q4	$385	Hold	13	–	–	﹤0.01%	738
2022 Q3	$0	Buy	+13	New	+$459	﹤0.01%	862
2014 Q1	–	Sell	-1,000	Closed	-$23K	–	770
2013 Q4	$23K	Hold	1,000	–	–	0.01%	494
2013 Q3	$19K	Buy	+1,000	New	+$17.5K	0.01%	507

Other funds holding OTEX

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Optimum Investment Advisors's OTEX Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Open Text (OTEX) in Q1 2023, closing a stake of 13 shares — an estimated $385 sold.

Optimum Investment Advisors first reported a position in OTEX in Q3 2013 and held it in 4 quarters. The position peaked at $23K in Q4 2013. 248 funds tracked by Wall St. Rank hold OTEX as of Q1 2023.

Optimum Investment Advisors reported no remaining Open Text position as of Q1 2023 after selling out during the quarter.
Optimum Investment Advisors sold 13 Open Text shares in Q1 2023, an estimated $385.
Optimum Investment Advisors first reported a position in Open Text in Q3 2013 and held it in 4 quarters.
Optimum Investment Advisors's Open Text position peaked at $23K in Q4 2013.
248 funds tracked by Wall St. Rank held Open Text as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.