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Plante Moran Financial Advisors’s Open Text OTEX Stock Holding History

Plante Moran Financial 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
2021
Q1 		– Sell
-400
Closed -$18K – 1088
2020
Q4 		$18K Buy
+400
New +$17.1K 0.01% 553

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Plante Moran Financial Advisors's OTEX Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of Open Text (OTEX) in Q1 2021, closing a stake of 400 shares — an estimated $18K sold.

Plante Moran Financial Advisors first reported a position in OTEX in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 283 funds tracked by Wall St. Rank hold OTEX as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining Open Text position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 400 Open Text shares in Q1 2021, an estimated $18K.
  • Plante Moran Financial Advisors first reported a position in Open Text in Q4 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Open Text position peaked at $18K in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Open Text as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.