Valley Wealth Managers’s Docebo DCBO Stock Holding History

Valley Wealth Managers’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
2022 Q4	–	Sell	-25	Closed	-$749	–	391
2022 Q3	$1K	Buy	+25	New	+$761	﹤0.01%	394

Other funds holding DCBO

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

BCM

Brightlight Capital Management Westport, Connecticut $101M AUM 23.43% 1-Year Est. Return

CSNH

Crow's Nest Holdings Richmond, Virginia $428M AUM 23.41% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Valley Wealth Managers's DCBO Position: Q4 2022 in Review

Valley Wealth Managers sold out of Docebo (DCBO) in Q4 2022, closing a stake of 25 shares — an estimated $749 sold.

Valley Wealth Managers first reported a position in DCBO in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 83 funds tracked by Wall St. Rank hold DCBO as of Q4 2022.

Valley Wealth Managers reported no remaining Docebo position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 25 Docebo shares in Q4 2022, an estimated $749.
Valley Wealth Managers first reported a position in Docebo in Q3 2022 and held it in 1 quarter.
Valley Wealth Managers's Docebo position peaked at $1K in Q3 2022.
83 funds tracked by Wall St. Rank held Docebo as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.