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Venturi Wealth Management’s Descartes Systems DSGX Stock Holding History

Venturi 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
2025
Q1 		– Sell
-1,135
Closed -$129K – 906
2024
Q4 		$129K Buy
1,135
+1,055
+1,319% +$118K 0.01% 674
2024
Q3 		$8.24K Buy
80
+20
+33% +$1.99K ﹤0.01% 1240
2024
Q2 		$5.81K Hold
60
– – ﹤0.01% 1201
2024
Q1 		$5.49K Buy
+60
New +$5.28K ﹤0.01% 1066

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Venturi Wealth Management's DSGX Position: Q1 2025 in Review

Venturi Wealth Management sold out of Descartes Systems (DSGX) in Q1 2025, closing a stake of 1,135 shares — an estimated $129K sold.

Venturi Wealth Management first reported a position in DSGX in Q1 2024 and held it in 4 quarters. The position peaked at $129K in Q4 2024. 357 funds tracked by Wall St. Rank hold DSGX as of Q1 2025.

  • Venturi Wealth Management reported no remaining Descartes Systems position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,135 Descartes Systems shares in Q1 2025, an estimated $129K.
  • Venturi Wealth Management first reported a position in Descartes Systems in Q1 2024 and held it in 4 quarters.
  • Venturi Wealth Management's Descartes Systems position peaked at $129K in Q4 2024.
  • 357 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.