TFA
DCBO

Toth Financial Advisory’s Docebo DCBO Stock Holding History

Toth Financial Advisory’s Portfolio DCBO Stock Details DCBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$4.9K – 762
2024
Q1 		$4.9K Hold
100
– – ﹤0.01% 527
2023
Q4 		$4.84K Hold
100
– – ﹤0.01% 535
2023
Q3 		$4.05K Hold
100
– – ﹤0.01% 559
2023
Q2 		$3.94K Hold
100
– – ﹤0.01% 576
2023
Q1 		$4.07K Hold
100
– – ﹤0.01% 568
2022
Q4 		$3.31K Hold
100
– – ﹤0.01% 540
2022
Q3 		$3K Hold
100
– – ﹤0.01% 594
2022
Q2 		$3K Hold
100
– – ﹤0.01% 551
2022
Q1 		$5K Hold
100
– – ﹤0.01% 534
2021
Q4 		$7K Hold
100
– – ﹤0.01% 527
2021
Q3 		$7K Buy
+100
New +$7.35K ﹤0.01% 521

Other funds holding DCBO

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Toth Financial Advisory's DCBO Position: Q2 2024 in Review

Toth Financial Advisory sold out of Docebo (DCBO) in Q2 2024, closing a stake of 100 shares — an estimated $4.9K sold.

Toth Financial Advisory first reported a position in DCBO in Q3 2021 and held it in 11 quarters. The position peaked at $7K in Q4 2021. 97 funds tracked by Wall St. Rank hold DCBO as of Q2 2024.

  • Toth Financial Advisory reported no remaining Docebo position as of Q2 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Docebo shares in Q2 2024, an estimated $4.9K.
  • Toth Financial Advisory first reported a position in Docebo in Q3 2021 and held it in 11 quarters.
  • Toth Financial Advisory's Docebo position peaked at $7K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Docebo as of Q2 2024.

Based on Toth Financial Advisory's 13F filing for Q2 2024, filed 16 Jul 2024.