CTA
DCBO

Colonial Trust Advisors’s Docebo DCBO Stock Holding History

Colonial Trust Advisors’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
2024
Q1 		– Sell
-7
Closed -$339 – 1040
2023
Q4 		$339 Hold
7
– – ﹤0.01% 841
2023
Q3 		$284 Hold
7
– – ﹤0.01% 855
2023
Q2 		$276 Hold
7
– – ﹤0.01% 862
2023
Q1 		$285 Hold
7
– – ﹤0.01% 854
2022
Q4 		$232 Buy
+7
New +$210 ﹤0.01% 864

Other funds holding DCBO

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Colonial Trust Advisors's DCBO Position: Q1 2024 in Review

Colonial Trust Advisors sold out of Docebo (DCBO) in Q1 2024, closing a stake of 7 shares — an estimated $339 sold.

Colonial Trust Advisors first reported a position in DCBO in Q4 2022 and held it in 5 quarters. The position peaked at $339 in Q4 2023. 106 funds tracked by Wall St. Rank hold DCBO as of Q1 2024.

  • Colonial Trust Advisors reported no remaining Docebo position as of Q1 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 7 Docebo shares in Q1 2024, an estimated $339.
  • Colonial Trust Advisors first reported a position in Docebo in Q4 2022 and held it in 5 quarters.
  • Colonial Trust Advisors's Docebo position peaked at $339 in Q4 2023.
  • 106 funds tracked by Wall St. Rank held Docebo as of Q1 2024.

Based on Colonial Trust Advisors's 13F filing for Q1 2024, filed 14 May 2024.