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Harvest Group Wealth Management’s Descartes Systems DSGX Stock Holding History

Harvest Group 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
-180
Closed -$11K – 209
2020
Q4 		$11K Hold
180
– – 0.01% 219
2020
Q3 		$10K Buy
+180
New +$9.96K 0.01% 220

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

Harvest Group Wealth Management's DSGX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Descartes Systems (DSGX) in Q1 2021, closing a stake of 180 shares — an estimated $11K sold.

Harvest Group Wealth Management first reported a position in DSGX in Q3 2020 and held it in 2 quarters. The position peaked at $11K in Q4 2020. 191 funds tracked by Wall St. Rank hold DSGX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Descartes Systems position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 180 Descartes Systems shares in Q1 2021, an estimated $11K.
  • Harvest Group Wealth Management first reported a position in Descartes Systems in Q3 2020 and held it in 2 quarters.
  • Harvest Group Wealth Management's Descartes Systems position peaked at $11K in Q4 2020.
  • 191 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.