S
OTEX icon

SimplyRich’s Open Text OTEX Stock Holding History

SimplyRich’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
Q4 		– Sell
-6,292
Closed -$209K – 227
2024
Q3 		$209K Sell
6,292
-911
-13% -$28.7K 0.06% 216
2024
Q2 		$216K Sell
7,203
-104
-1% -$3.34K 0.07% 174
2024
Q1 		$284K Sell
7,307
-98
-1% -$3.94K 0.09% 156
2023
Q4 		$311K Sell
7,405
-13
-0.2% -$488 0.11% 140
2023
Q3 		$260K Hold
7,418
– – 0.13% 127
2023
Q2 		$308K Hold
7,418
– – 0.11% 143
2023
Q1 		$285K Hold
7,418
– – 0.11% 144
2022
Q4 		$219K Buy
+7,418
New +$210K 0.09% 161

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return