WCM Investment Management
OTEX icon

WCM Investment Management’s Open Text OTEX Stock Holding History

WCM Investment 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
2022
Q4 		– Sell
-26,433
Closed -$714K – 218
2022
Q3 		$714K Hold
26,433
– – ﹤0.01% 183
2022
Q2 		$1.01M Buy
26,433
+6,868
+35% +$272K ﹤0.01% 184
2022
Q1 		$830K Buy
19,565
+3,115
+19% +$138K ﹤0.01% 186
2021
Q4 		$781K Buy
16,450
+1,665
+11% +$81.9K ﹤0.01% 189
2021
Q3 		$721K Buy
14,785
+560
+4% +$29.2K ﹤0.01% 190
2021
Q2 		$723K Buy
14,225
+4,505
+46% +$218K ﹤0.01% 185
2021
Q1 		$464K Buy
+9,720
New +$455K ﹤0.01% 176

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management's OTEX Position: Q4 2022 in Review

WCM Investment Management sold out of Open Text (OTEX) in Q4 2022, closing a stake of 26,433 shares — an estimated $714K sold.

WCM Investment Management first reported a position in OTEX in Q1 2021 and held it in 7 quarters. The position peaked at $1.01M in Q2 2022. 251 funds tracked by Wall St. Rank hold OTEX as of Q4 2022.

  • WCM Investment Management reported no remaining Open Text position as of Q4 2022 after selling out during the quarter.
  • WCM Investment Management sold 26,433 Open Text shares in Q4 2022, an estimated $714K.
  • WCM Investment Management first reported a position in Open Text in Q1 2021 and held it in 7 quarters.
  • WCM Investment Management's Open Text position peaked at $1.01M in Q2 2022.
  • 251 funds tracked by Wall St. Rank held Open Text as of Q4 2022.

Based on WCM Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.