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SAM
Smartleaf Asset Management’s
Open Text
OTEX
Stock Holding History
Smartleaf Asset Management’s Portfolio
OTEX Stock Details
OTEX Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-588
Closed
-$19.5K
–
2991
2024
Q3
$19.5K
Buy
588
+91
+
18
%
+$3.01K
﹤0.01%
1359
2024
Q2
$14.8K
Sell
497
-18
-
3
%
-$537
﹤0.01%
1179
2024
Q1
$20K
Buy
+515
New
+$20K
﹤0.01%
859
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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