EWA
DCBO

EverSource Wealth Advisors’s Docebo DCBO Stock Holding History

EverSource Wealth 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
Q3 		– Sell
-10
Closed -$398 – 3053
2024
Q2 		$398 Buy
+10
New +$411 ﹤0.01% 2933
2022
Q1 		– Sell
-396
Closed -$27K – 1735
2021
Q4 		$27K Buy
+396
New +$28.5K 0.01% 565

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
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

EverSource Wealth Advisors's DCBO Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of Docebo (DCBO) in Q3 2024, closing a stake of 10 shares — an estimated $398 sold.

EverSource Wealth Advisors first reported a position in DCBO in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q4 2021. 98 funds tracked by Wall St. Rank hold DCBO as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining Docebo position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10 Docebo shares in Q3 2024, an estimated $398.
  • EverSource Wealth Advisors first reported a position in Docebo in Q4 2021 and held it in 2 quarters.
  • EverSource Wealth Advisors's Docebo position peaked at $27K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Docebo as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.