JP Morgan Private Wealth Advisors’s Descartes Systems DSGX Stock Holding History

JP Morgan Private 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
2023 Q3	$323K	Hold	4,401	–	–	﹤0.01%	1439
2023 Q2	$353K	Sell	4,401 -497	-10%	-$38.7K	﹤0.01%	1173
2023 Q1	$395K	Buy	4,898 +693	+16%	+$51.6K	﹤0.01%	1565
2022 Q4	$293K	Sell	4,205 -52	-1%	-$3.55K	﹤0.01%	1669
2022 Q3	$270K	Sell	4,257 -167	-4%	-$11.3K	﹤0.01%	1697
2022 Q2	$275K	Sell	4,424 -47	-1%	-$2.93K	﹤0.01%	1694
2022 Q1	$328K	Sell	4,471 -222	-5%	-$16K	﹤0.01%	1713
2021 Q4	$388K	Buy	4,693 +95	+2%	+$7.78K	﹤0.01%	1641
2021 Q3	$374K	Buy	4,598 +24	+0.5%	+$1.82K	﹤0.01%	1621
2021 Q2	$316K	Buy	4,574 +311	+7%	+$19.7K	﹤0.01%	1657
2021 Q1	$260K	Buy	+4,263	New	+$260K	﹤0.01%	1591

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DSGX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its Descartes Systems (DSGX) position steady in Q3 2023 at 4,401 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

JP Morgan Private Wealth Advisors first reported a position in DSGX in Q1 2021 and has held it in 11 quarters since. The position peaked at $395K in Q1 2023. 255 funds tracked by Wall St. Rank hold DSGX as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,401 shares of Descartes Systems worth $323K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Descartes Systems share count unchanged in Q3 2023.
Descartes Systems made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1439 holding.
JP Morgan Private Wealth Advisors first reported a position in Descartes Systems in Q1 2021 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Descartes Systems position peaked at $395K in Q1 2023.
255 funds tracked by Wall St. Rank held Descartes Systems as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.