WFI
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West Family Investments’s Open Text OTEX Stock Holding History

West Family Investments’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
2021
Q4 		– Sell
-5,358
Closed -$261K – 364
2021
Q3 		$261K Buy
5,358
+262
+5% +$13.7K 0.07% 242
2021
Q2 		$259K Buy
+5,096
New +$246K 0.07% 261

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

West Family Investments's OTEX Position: Q4 2021 in Review

West Family Investments sold out of Open Text (OTEX) in Q4 2021, closing a stake of 5,358 shares — an estimated $261K sold.

West Family Investments first reported a position in OTEX in Q2 2021 and held it in 2 quarters. The position peaked at $261K in Q3 2021. 294 funds tracked by Wall St. Rank hold OTEX as of Q4 2021.

  • West Family Investments reported no remaining Open Text position as of Q4 2021 after selling out during the quarter.
  • West Family Investments sold 5,358 Open Text shares in Q4 2021, an estimated $261K.
  • West Family Investments first reported a position in Open Text in Q2 2021 and held it in 2 quarters.
  • West Family Investments's Open Text position peaked at $261K in Q3 2021.
  • 294 funds tracked by Wall St. Rank held Open Text as of Q4 2021.

Based on West Family Investments's 13F filing for Q4 2021, filed 7 Feb 2022.