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Arkadios Wealth Advisors’s Descartes Systems DSGX Stock Holding History

Arkadios Wealth Advisors’s Portfolio DSGX Stock Details DSGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-428
Closed -$34K – 876
2021
Q3 		$34K Buy
428
+163
+62% +$12.3K ﹤0.01% 1013
2021
Q2 		$18K Buy
265
+165
+165% +$10.4K ﹤0.01% 1325
2021
Q1 		$6K Buy
100
+84
+525% +$5.12K ﹤0.01% 1316
2020
Q4 		$0 Sell
16
-8
-33% -$453 ﹤0.01% 1381
2020
Q3 		$1.34K Buy
+24
New +$1.33K ﹤0.01% 962

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Arkadios Wealth Advisors's DSGX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Descartes Systems (DSGX) in Q4 2021, closing a stake of 428 shares — an estimated $34K sold.

Arkadios Wealth Advisors first reported a position in DSGX in Q3 2020 and held it in 5 quarters. The position peaked at $34K in Q3 2021. 223 funds tracked by Wall St. Rank hold DSGX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Descartes Systems position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 428 Descartes Systems shares in Q4 2021, an estimated $34K.
  • Arkadios Wealth Advisors first reported a position in Descartes Systems in Q3 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's Descartes Systems position peaked at $34K in Q3 2021.
  • 223 funds tracked by Wall St. Rank held Descartes Systems as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.