Wealthspire Advisors (Maryland)’s Descartes Systems DSGX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,640	Closed	-$60K	–	866
2019 Q1	$60K	Buy	1,640 +760	+86%	+$24.6K	﹤0.01%	834
2018 Q4	$23K	Buy	880 +390	+80%	+$11.4K	﹤0.01%	1141
2018 Q3	$17K	Hold	490	–	–	﹤0.01%	1361
2018 Q2	$16K	Hold	490	–	–	﹤0.01%	1392
2018 Q1	$14K	Hold	490	–	–	﹤0.01%	1428
2017 Q4	$14K	Hold	490	–	–	﹤0.01%	1452
2017 Q3	$13K	Hold	490	–	–	﹤0.01%	1470
2017 Q2	$12K	Hold	490	–	–	﹤0.01%	1457
2017 Q1	$11K	Hold	490	–	–	﹤0.01%	1296
2016 Q4	$10K	Sell	490 -295	-38%	-$6.26K	﹤0.01%	1215
2016 Q3	$17K	Hold	785	–	–	﹤0.01%	1105
2016 Q2	$15K	Hold	785	–	–	﹤0.01%	1095
2016 Q1	$15K	Hold	785	–	–	﹤0.01%	1061
2015 Q4	$16K	Buy	+785	New	+$14.7K	﹤0.01%	1039

Other funds holding DSGX

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management

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

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of Montreal

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return