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WR Wealth Planners’s Open Text OTEX Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.18K Buy
77
+16
+26% +$492 ﹤0.01% 844
2024
Q3 		$2.03K Sell
61
-39
-39% -$1.23K ﹤0.01% 907
2024
Q2 		$3K Buy
+100
New +$3.21K ﹤0.01% 802

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

WR Wealth Planners's OTEX Position: Q4 2024 in Review

WR Wealth Planners increased its Open Text (OTEX) stake by 26% in Q4 2024, buying an estimated $492 and bringing the position to 77 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

WR Wealth Planners first reported a position in OTEX in Q2 2024 and has held it in 3 quarters since. The position peaked at $3K in Q2 2024. 280 funds tracked by Wall St. Rank hold OTEX as of Q4 2024.

  • WR Wealth Planners held 77 shares of Open Text worth $2.18K as of Q4 2024.
  • WR Wealth Planners bought 16 Open Text shares in Q4 2024, an estimated $492.
  • Open Text made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #844 holding.
  • WR Wealth Planners first reported a position in Open Text in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Open Text position peaked at $3K in Q2 2024.
  • 280 funds tracked by Wall St. Rank held Open Text as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.