BWM
DCBO

Baystate Wealth Management’s Docebo DCBO Stock Holding History

Baystate Wealth Management’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
2023
Q3 		– Sell
-2
Closed -$79 – 1045
2023
Q2 		$79 Buy
+2
New +$72 ﹤0.01% 1027

Other funds holding DCBO

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HIM
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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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CSNH
Crow's Nest Holdings Richmond, Virginia $428M AUM 23.41% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Baystate Wealth Management's DCBO Position: Q3 2023 in Review

Baystate Wealth Management sold out of Docebo (DCBO) in Q3 2023, closing a stake of 2 shares — an estimated $79 sold.

Baystate Wealth Management first reported a position in DCBO in Q2 2023 and held it in 1 quarter. The position peaked at $79 in Q2 2023. 86 funds tracked by Wall St. Rank hold DCBO as of Q3 2023.

  • Baystate Wealth Management reported no remaining Docebo position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 2 Docebo shares in Q3 2023, an estimated $79.
  • Baystate Wealth Management first reported a position in Docebo in Q2 2023 and held it in 1 quarter.
  • Baystate Wealth Management's Docebo position peaked at $79 in Q2 2023.
  • 86 funds tracked by Wall St. Rank held Docebo as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.