BWP
DCBO

Baldwin Wealth Partners’s Docebo DCBO Stock Holding History

Baldwin Wealth Partners’s Portfolio DCBO Stock Details DCBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-800
Closed -$22K – 789
2022
Q3 		$22K Hold
800
– – ﹤0.01% 435
2022
Q2 		$23K Hold
800
– – ﹤0.01% 453
2022
Q1 		$41K Buy
+800
New +$41.1K ﹤0.01% 399

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LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
BCM
Brightlight Capital Management Westport, Connecticut $101M AUM 23.43% 1-Year Est. Return
CSNH
Crow's Nest Holdings Richmond, Virginia $428M AUM 23.41% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Baldwin Wealth Partners's DCBO Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of Docebo (DCBO) in Q4 2022, closing a stake of 800 shares — an estimated $22K sold.

Baldwin Wealth Partners first reported a position in DCBO in Q1 2022 and held it in 3 quarters. The position peaked at $41K in Q1 2022. 83 funds tracked by Wall St. Rank hold DCBO as of Q4 2022.

  • Baldwin Wealth Partners reported no remaining Docebo position as of Q4 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 800 Docebo shares in Q4 2022, an estimated $22K.
  • Baldwin Wealth Partners first reported a position in Docebo in Q1 2022 and held it in 3 quarters.
  • Baldwin Wealth Partners's Docebo position peaked at $41K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held Docebo as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.