VisionPoint Advisory Group’s Descartes Systems DSGX Stock Holding History

VisionPoint Advisory Group’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	-136	Closed	-$13.2K	–	382
2024 Q2	$13.2K	Buy	136 +42	+45%	+$3.95K	﹤0.01%	467
2024 Q1	$8.6K	Buy	94 +36	+62%	+$3.17K	﹤0.01%	479
2023 Q4	$4.87K	Buy	+58	New	+$4.52K	﹤0.01%	495

Other funds holding DSGX

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 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) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VisionPoint Advisory Group's DSGX Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Descartes Systems (DSGX) in Q3 2024, closing a stake of 136 shares — an estimated $13.2K sold.

VisionPoint Advisory Group first reported a position in DSGX in Q4 2023 and held it in 3 quarters. The position peaked at $13.2K in Q2 2024. 342 funds tracked by Wall St. Rank hold DSGX as of Q3 2024.

VisionPoint Advisory Group reported no remaining Descartes Systems position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 136 Descartes Systems shares in Q3 2024, an estimated $13.2K.
VisionPoint Advisory Group first reported a position in Descartes Systems in Q4 2023 and held it in 3 quarters.
VisionPoint Advisory Group's Descartes Systems position peaked at $13.2K in Q2 2024.
342 funds tracked by Wall St. Rank held Descartes Systems as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.