Prospera Financial Services’s Descartes Systems DSGX Stock Holding History

Prospera Financial Services’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 Q4	–	Sell	-7,268	Closed	-$533K	–	1066
2023 Q3	$533K	Sell	7,268 -2,288	-24%	-$173K	0.02%	592
2023 Q2	$765K	Buy	9,556 +6,548	+218%	+$510K	0.03%	489
2023 Q1	$242K	Buy	+3,008	New	+$224K	0.01%	850
2022 Q3	–	Sell	-1,134	Closed	-$70K	–	1027
2022 Q2	$70K	Sell	1,134 -466	-29%	-$29.1K	﹤0.01%	964
2022 Q1	$117K	Buy	+1,600	New	+$115K	﹤0.01%	1065

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $10.3B AUM 29.04% 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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Prospera Financial Services's DSGX Position: Q4 2023 in Review

Prospera Financial Services sold out of Descartes Systems (DSGX) in Q4 2023, closing a stake of 7,268 shares — an estimated $533K sold.

Prospera Financial Services first reported a position in DSGX in Q1 2022 and held it in 5 quarters. The position peaked at $765K in Q2 2023. 288 funds tracked by Wall St. Rank hold DSGX as of Q4 2023.

Prospera Financial Services reported no remaining Descartes Systems position as of Q4 2023 after selling out during the quarter.
Prospera Financial Services sold 7,268 Descartes Systems shares in Q4 2023, an estimated $533K.
Prospera Financial Services first reported a position in Descartes Systems in Q1 2022 and held it in 5 quarters.
Prospera Financial Services's Descartes Systems position peaked at $765K in Q2 2023.
288 funds tracked by Wall St. Rank held Descartes Systems as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.