RTD Financial Advisors’s Open Text OTEX Stock Holding History

RTD 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
2026 Q2	–	Sell	-11,644	Closed	-$259K	–	122
2026 Q1	$259K	Sell	11,644 -5,568	-32%	-$145K	0.03%	108
2025 Q4	$561K	Sell	17,212 -4,141	-19%	-$148K	0.07%	82
2025 Q3	$798K	Sell	21,353 -1,413	-6%	-$45.3K	0.1%	70
2025 Q2	$665K	Hold	22,766	–	–	0.09%	75
2025 Q1	$575K	Buy	+22,766	New	+$625K	0.08%	77

Other funds holding OTEX

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return