SW
DSGX icon

SVB Wealth’s Descartes Systems DSGX Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,513
Closed -$203K – 946
2023
Q1 		$203K Buy
+2,513
New +$187K ﹤0.01% 878
2022
Q4 		– Sell
-3,510
Closed -$223K – 1059
2022
Q3 		$223K Buy
+3,510
New +$238K ﹤0.01% 814

Other funds holding DSGX

T. Rowe Price Associates
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

SVB Wealth's DSGX Position: Q2 2023 in Review

SVB Wealth sold out of Descartes Systems (DSGX) in Q2 2023, closing a stake of 2,513 shares — an estimated $203K sold.

SVB Wealth first reported a position in DSGX in Q3 2022 and held it in 2 quarters. The position peaked at $223K in Q3 2022. 259 funds tracked by Wall St. Rank hold DSGX as of Q2 2023.

  • SVB Wealth reported no remaining Descartes Systems position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 2,513 Descartes Systems shares in Q2 2023, an estimated $203K.
  • SVB Wealth first reported a position in Descartes Systems in Q3 2022 and held it in 2 quarters.
  • SVB Wealth's Descartes Systems position peaked at $223K in Q3 2022.
  • 259 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.