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OneDigital Investment Advisors’s Descartes Systems DSGX Stock Holding History

OneDigital Investment 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
2024
Q1 		– Sell
-2,468
Closed -$207K – 1105
2023
Q4 		$207K Buy
+2,468
New +$192K ﹤0.01% 1048

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

OneDigital Investment Advisors's DSGX Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of Descartes Systems (DSGX) in Q1 2024, closing a stake of 2,468 shares — an estimated $207K sold.

OneDigital Investment Advisors first reported a position in DSGX in Q4 2023 and held it in 1 quarter. The position peaked at $207K in Q4 2023. 302 funds tracked by Wall St. Rank hold DSGX as of Q1 2024.

  • OneDigital Investment Advisors reported no remaining Descartes Systems position as of Q1 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,468 Descartes Systems shares in Q1 2024, an estimated $207K.
  • OneDigital Investment Advisors first reported a position in Descartes Systems in Q4 2023 and held it in 1 quarter.
  • OneDigital Investment Advisors's Descartes Systems position peaked at $207K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.