BCWM
DSGX icon

Bartlett & Co Wealth Management’s Descartes Systems DSGX Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		– Sell
-39
Closed -$1.79K – 1127
2020
Q4 		$1.79K Buy
+39
New +$2.21K ﹤0.01% 937

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bartlett & Co Wealth Management's DSGX Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Descartes Systems (DSGX) in Q1 2021, closing a stake of 39 shares — an estimated $1.79K sold.

Bartlett & Co Wealth Management first reported a position in DSGX in Q4 2020 and held it in 1 quarter. The position peaked at $1.79K in Q4 2020. 191 funds tracked by Wall St. Rank hold DSGX as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Descartes Systems position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 39 Descartes Systems shares in Q1 2021, an estimated $1.79K.
  • Bartlett & Co Wealth Management first reported a position in Descartes Systems in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Descartes Systems position peaked at $1.79K in Q4 2020.
  • 191 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.