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Syverson Strege & Co’s Open Text OTEX Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-57
Closed -$2.2K – 444
2023
Q1 		$2.2K Buy
+57
New +$1.97K ﹤0.01% 475

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Syverson Strege & Co's OTEX Position: Q2 2023 in Review

Syverson Strege & Co sold out of Open Text (OTEX) in Q2 2023, closing a stake of 57 shares — an estimated $2.2K sold.

Syverson Strege & Co first reported a position in OTEX in Q1 2023 and held it in 1 quarter. The position peaked at $2.2K in Q1 2023. 280 funds tracked by Wall St. Rank hold OTEX as of Q2 2023.

  • Syverson Strege & Co reported no remaining Open Text position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 57 Open Text shares in Q2 2023, an estimated $2.2K.
  • Syverson Strege & Co first reported a position in Open Text in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's Open Text position peaked at $2.2K in Q1 2023.
  • 280 funds tracked by Wall St. Rank held Open Text as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.