JFS Wealth Advisors’s Descartes Systems DSGX Stock Holding History

JFS 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
2026 Q2	$277	Sell	4 -400	-99%	-$28.6K	﹤0.01%	2080
2026 Q1	$28.9K	Buy	404 +390	+2,786%	+$28.8K	﹤0.01%	645
2025 Q4	$1.23K	Hold	14	–	–	﹤0.01%	1669
2025 Q3	$1.32K	Hold	14	–	–	﹤0.01%	1548
2025 Q2	$1.42K	Sell	14 -1	-7%	-$105	﹤0.01%	1482
2025 Q1	$1.51K	Sell	15 -5	-25%	-$553	﹤0.01%	1560
2024 Q4	$2.27K	Buy	20 +3	+18%	+$335	﹤0.01%	1421
2024 Q3	$1.75K	Buy	17 +3	+21%	+$298	﹤0.01%	1544
2024 Q2	$1.36K	Hold	14	–	–	﹤0.01%	1576
2024 Q1	$1.28K	Hold	14	–	–	﹤0.01%	1589
2023 Q4	$1.18K	Buy	14 +1	+8%	+$78	﹤0.01%	1610
2023 Q3	$955	Buy	13 +1	+8%	+$75	﹤0.01%	1610
2023 Q2	$962	Hold	12	–	–	﹤0.01%	1621
2023 Q1	$969	Hold	12	–	–	﹤0.01%	1592
2022 Q4	$837	Hold	12	–	–	﹤0.01%	1643
2022 Q3	$1K	Buy	12 +1	+9%	+$68	﹤0.01%	1530
2022 Q2	$1K	Sell	11 -7	-39%	-$437	﹤0.01%	1506
2022 Q1	$1K	Buy	+18	New	+$1.3K	﹤0.01%	1622

Other funds holding DSGX

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return