IWA
DSGX icon

Icon Wealth Advisors’s Descartes Systems DSGX Stock Holding History

Icon Wealth Advisors’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
2025
Q1 		– Sell
-1,292
Closed -$147K – 488
2024
Q4 		$147K Sell
1,292
-91
-7% -$10.1K 0.01% 432
2024
Q3 		$142K Sell
1,383
-645
-32% -$64.1K 0.01% 419
2024
Q2 		$206K Sell
2,028
-454
-18% -$42.7K 0.02% 327
2024
Q1 		$227K Buy
+2,482
New +$218K 0.02% 323

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Icon Wealth Advisors's DSGX Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Descartes Systems (DSGX) in Q1 2025, closing a stake of 1,292 shares — an estimated $147K sold.

Icon Wealth Advisors first reported a position in DSGX in Q1 2024 and held it in 4 quarters. The position peaked at $227K in Q1 2024. 357 funds tracked by Wall St. Rank hold DSGX as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Descartes Systems position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,292 Descartes Systems shares in Q1 2025, an estimated $147K.
  • Icon Wealth Advisors first reported a position in Descartes Systems in Q1 2024 and held it in 4 quarters.
  • Icon Wealth Advisors's Descartes Systems position peaked at $227K in Q1 2024.
  • 357 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.