CWP
DCBO

Concord Wealth Partners’s Docebo DCBO Stock Holding History

Concord 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
2023
Q3 		– Sell
-23
Closed -$907 – 1046
2023
Q2 		$907 Hold
23
– – ﹤0.01% 958
2023
Q1 		$937 Hold
23
– – ﹤0.01% 901
2022
Q4 		$762 Buy
+23
New +$689 ﹤0.01% 1118

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
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

Concord Wealth Partners's DCBO Position: Q3 2023 in Review

Concord Wealth Partners sold out of Docebo (DCBO) in Q3 2023, closing a stake of 23 shares — an estimated $907 sold.

Concord Wealth Partners first reported a position in DCBO in Q4 2022 and held it in 3 quarters. The position peaked at $937 in Q1 2023. 86 funds tracked by Wall St. Rank hold DCBO as of Q3 2023.

  • Concord Wealth Partners reported no remaining Docebo position as of Q3 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 23 Docebo shares in Q3 2023, an estimated $907.
  • Concord Wealth Partners first reported a position in Docebo in Q4 2022 and held it in 3 quarters.
  • Concord Wealth Partners's Docebo position peaked at $937 in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Docebo as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.