Spire Wealth Management’s Open Text OTEX Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-34	Closed	-$1.32K	–	2345
2024 Q1	$1.32K	Buy	+34	New	+$1.37K	﹤0.01%	2167
2022 Q2	–	Sell	-256	Closed	-$11K	–	2790
2022 Q1	$11K	Sell	256 -406	-61%	-$18K	﹤0.01%	2004
2021 Q4	$31K	Buy	662 +50	+8%	+$2.46K	﹤0.01%	1937
2021 Q3	$30K	Hold	612	–	–	﹤0.01%	1692
2021 Q2	$31K	Hold	612	–	–	﹤0.01%	1687
2021 Q1	$29K	Buy	+612	New	+$28.6K	﹤0.01%	1979

Other funds holding OTEX

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return