BTWM
DCT

Baker Tilly Wealth Management’s Duck Creek Technologies, Inc. Common Stock DCT Stock Holding History

Baker Tilly Wealth Management’s Portfolio DCT Stock Details DCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-39,759
Closed -$479K – 587
2022
Q4 		$479K Sell
39,759
-1,639
-4% -$18.8K 0.06% 335
2022
Q3 		$491K Sell
41,398
-3,778
-8% -$50K 0.07% 295
2022
Q2 		$671K Buy
45,176
+4,834
+12% +$84.9K 0.09% 247
2022
Q1 		$892K Buy
40,342
+24,332
+152% +$582K 0.1% 219
2021
Q4 		$482K Sell
16,010
-5,457
-25% -$176K 0.05% 357
2021
Q3 		$950K Buy
21,467
+1,857
+9% +$84K 0.13% 179
2021
Q2 		$853K Buy
19,610
+1,514
+8% +$61.6K 0.14% 167
2021
Q1 		$817K Buy
18,096
+3,206
+22% +$155K 0.17% 153
2020
Q4 		$645K Buy
+14,890
New +$631K 0.2% 123

Other funds holding DCT

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Baker Tilly Wealth Management's DCT Position: Q1 2023 in Review

Baker Tilly Wealth Management sold out of Duck Creek Technologies, Inc. Common Stock (DCT) in Q1 2023, closing a stake of 39,759 shares — an estimated $479K sold.

Baker Tilly Wealth Management first reported a position in DCT in Q4 2020 and held it in 9 quarters. The position peaked at $950K in Q3 2021. 4 funds tracked by Wall St. Rank hold DCT as of Q1 2023.

  • Baker Tilly Wealth Management reported no remaining Duck Creek Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 39,759 Duck Creek Technologies, Inc. Common Stock shares in Q1 2023, an estimated $479K.
  • Baker Tilly Wealth Management first reported a position in Duck Creek Technologies, Inc. Common Stock in Q4 2020 and held it in 9 quarters.
  • Baker Tilly Wealth Management's Duck Creek Technologies, Inc. Common Stock position peaked at $950K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Duck Creek Technologies, Inc. Common Stock as of Q1 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.