RWB
OTEX icon

RMR Wealth Builders’s Open Text OTEX Stock Holding History

RMR Wealth Builders’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
2020
Q3 		– Sell
-349
Closed -$15K – 390
2020
Q2 		$15K Buy
+349
New +$13.8K 0.01% 325

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RMR Wealth Builders's OTEX Position: Q3 2020 in Review

RMR Wealth Builders sold out of Open Text (OTEX) in Q3 2020, closing a stake of 349 shares — an estimated $15K sold.

RMR Wealth Builders first reported a position in OTEX in Q2 2020 and held it in 1 quarter. The position peaked at $15K in Q2 2020. 284 funds tracked by Wall St. Rank hold OTEX as of Q3 2020.

  • RMR Wealth Builders reported no remaining Open Text position as of Q3 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 349 Open Text shares in Q3 2020, an estimated $15K.
  • RMR Wealth Builders first reported a position in Open Text in Q2 2020 and held it in 1 quarter.
  • RMR Wealth Builders's Open Text position peaked at $15K in Q2 2020.
  • 284 funds tracked by Wall St. Rank held Open Text as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.