Wipfli Financial Advisors’s Open Text OTEX Stock Holding History

Wipfli Financial 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	$24K	Buy	+926	New	+$32.7K	﹤0.01%	1496

Other funds holding OTEX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Wipfli Financial Advisors's OTEX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Open Text (OTEX) in Q3 2022: 926 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings.

267 funds tracked by Wall St. Rank hold OTEX as of Q3 2022.

Wipfli Financial Advisors held 926 shares of Open Text worth $24K as of Q3 2022.
Open Text was a new Wipfli Financial Advisors position in Q3 2022.
Open Text made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1496 holding.
267 funds tracked by Wall St. Rank held Open Text as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.