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Sowell Financial Services’s Descartes Systems DSGX Stock Holding History

Sowell 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
2021
Q2 		– Sell
-84
Closed -$5K – 1094
2021
Q1 		$5K Sell
84
-6
-7% -$366 ﹤0.01% 2588
2020
Q4 		$5K Hold
90
– – ﹤0.01% 2263
2020
Q3 		$5K Buy
+90
New +$4.98K ﹤0.01% 1984

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JFL
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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Sowell Financial Services's DSGX Position: Q2 2021 in Review

Sowell Financial Services sold out of Descartes Systems (DSGX) in Q2 2021, closing a stake of 84 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in DSGX in Q3 2020 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 198 funds tracked by Wall St. Rank hold DSGX as of Q2 2021.

  • Sowell Financial Services reported no remaining Descartes Systems position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 84 Descartes Systems shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Descartes Systems in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Descartes Systems position peaked at $5K in Q1 2021.
  • 198 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.