Tradition Wealth Management’s Descartes Systems DSGX Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-1,323	Closed	-$111K	–	601
2023 Q4	$111K	Hold	1,323	–	–	0.01%	442
2023 Q3	$97K	Hold	1,323	–	–	0.01%	446
2023 Q2	$106K	Hold	1,323	–	–	0.01%	441
2023 Q1	$107K	Hold	1,323	–	–	0.01%	424
2022 Q4	$92K	Hold	1,323	–	–	0.01%	399
2022 Q3	$84K	Buy	+1,323	New	+$89.7K	0.01%	393

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

Tradition Wealth Management's DSGX Position: Q1 2024 in Review

Tradition Wealth Management sold out of Descartes Systems (DSGX) in Q1 2024, closing a stake of 1,323 shares — an estimated $111K sold.

Tradition Wealth Management first reported a position in DSGX in Q3 2022 and held it in 6 quarters. The position peaked at $111K in Q4 2023. 301 funds tracked by Wall St. Rank hold DSGX as of Q1 2024.

Tradition Wealth Management reported no remaining Descartes Systems position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,323 Descartes Systems shares in Q1 2024, an estimated $111K.
Tradition Wealth Management first reported a position in Descartes Systems in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's Descartes Systems position peaked at $111K in Q4 2023.
301 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.