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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JFL

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DSGX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Descartes Systems (DSGX) in Q2 2019, closing a stake of 1,640 shares — an estimated $60K sold.

Wealthspire Advisors (Maryland) first reported a position in DSGX in Q4 2015 and held it in 14 quarters. The position peaked at $60K in Q1 2019. 150 funds tracked by Wall St. Rank hold DSGX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Descartes Systems position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,640 Descartes Systems shares in Q2 2019, an estimated $60K.
Wealthspire Advisors (Maryland) first reported a position in Descartes Systems in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Descartes Systems position peaked at $60K in Q1 2019.
150 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.