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Atria Wealth Solutions’s Descartes Systems DSGX Stock Holding History

Atria Wealth Solutions’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
2024
Q3 		– Sell
-2,480
Closed -$240K – 1957
2024
Q2 		$240K Buy
+2,480
New +$233K ﹤0.01% 1645

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Atria Wealth Solutions's DSGX Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Descartes Systems (DSGX) in Q3 2024, closing a stake of 2,480 shares — an estimated $240K sold.

Atria Wealth Solutions first reported a position in DSGX in Q2 2024 and held it in 1 quarter. The position peaked at $240K in Q2 2024. 342 funds tracked by Wall St. Rank hold DSGX as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Descartes Systems position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,480 Descartes Systems shares in Q3 2024, an estimated $240K.
  • Atria Wealth Solutions first reported a position in Descartes Systems in Q2 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Descartes Systems position peaked at $240K in Q2 2024.
  • 342 funds tracked by Wall St. Rank held Descartes Systems as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.