JFS Wealth Advisors’s Docebo DCBO Stock Holding History

JFS 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
2022 Q1	–	Sell	-75	Closed	-$5K	–	1852
2021 Q4	$5K	Hold	75	–	–	﹤0.01%	788
2021 Q3	$5K	Buy	+75	New	+$5.51K	﹤0.01%	712

Other funds holding DCBO

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BCM

Brightlight Capital Management Westport, Connecticut $101M AUM 23.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JFS Wealth Advisors's DCBO Position: Q1 2022 in Review

JFS Wealth Advisors sold out of Docebo (DCBO) in Q1 2022, closing a stake of 75 shares — an estimated $5K sold.

JFS Wealth Advisors first reported a position in DCBO in Q3 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 89 funds tracked by Wall St. Rank hold DCBO as of Q1 2022.

JFS Wealth Advisors reported no remaining Docebo position as of Q1 2022 after selling out during the quarter.
JFS Wealth Advisors sold 75 Docebo shares in Q1 2022, an estimated $5K.
JFS Wealth Advisors first reported a position in Docebo in Q3 2021 and held it in 2 quarters.
JFS Wealth Advisors's Docebo position peaked at $5K in Q4 2021.
89 funds tracked by Wall St. Rank held Docebo as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.