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TCI Wealth Advisors’s Open Text OTEX Stock Holding History

TCI Wealth 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
2022
Q3 		– Sell
-14
Closed -$1K – 2495
2022
Q2 		$1K Buy
+14
New +$555 ﹤0.01% 2181

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

TCI Wealth Advisors's OTEX Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Open Text (OTEX) in Q3 2022, closing a stake of 14 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in OTEX in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 267 funds tracked by Wall St. Rank hold OTEX as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Open Text position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 14 Open Text shares in Q3 2022, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Open Text in Q2 2022 and held it in 1 quarter.
  • TCI Wealth Advisors's Open Text position peaked at $1K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Open Text as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.