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SYSTM Wealth Solutions’s Descartes Systems DSGX Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-255
Closed -$24.7K – 253
2024
Q2 		$24.7K Sell
255
-87
-25% -$8.18K 0.01% 338
2024
Q1 		$31.3K Buy
342
+43
+14% +$3.78K ﹤0.01% 646
2023
Q4 		$25.1K Buy
+299
New +$23.3K ﹤0.01% 688

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
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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SYSTM Wealth Solutions's DSGX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Descartes Systems (DSGX) in Q3 2024, closing a stake of 255 shares — an estimated $24.7K sold.

SYSTM Wealth Solutions first reported a position in DSGX in Q4 2023 and held it in 3 quarters. The position peaked at $31.3K in Q1 2024. 342 funds tracked by Wall St. Rank hold DSGX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Descartes Systems position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 255 Descartes Systems shares in Q3 2024, an estimated $24.7K.
  • SYSTM Wealth Solutions first reported a position in Descartes Systems in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Descartes Systems position peaked at $31.3K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held Descartes Systems as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.