Carson Wealth (CWM LLC)
DCT

Carson Wealth (CWM LLC)’s Duck Creek Technologies, Inc. Common Stock DCT Stock Holding History

Carson Wealth (CWM LLC)’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
-131
Closed -$2K – 4464
2022
Q4 		$2K Buy
+131
New +$1.5K ﹤0.01% 3664
2022
Q3 		– Sell
-723
Closed -$11K – 4297
2022
Q2 		$11K Buy
723
+691
+2,159% +$12.1K ﹤0.01% 2549
2022
Q1 		$1K Buy
32
+27
+540% +$645 ﹤0.01% 3469
2021
Q4 		$0 Buy
+5
New +$161 ﹤0.01% 3703
2021
Q2 		$3K Hold
74
– – ﹤0.01% 2593
2021
Q1 		$3K Hold
74
– – ﹤0.01% 2591
2020
Q4 		$3K Hold
74
– – ﹤0.01% 2590
2020
Q3 		$3K Buy
+74
New +$2.99K ﹤0.01% 2589

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

Carson Wealth (CWM LLC)'s DCT Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Duck Creek Technologies, Inc. Common Stock (DCT) in Q1 2023, closing a stake of 131 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in DCT in Q3 2020 and held it in 8 quarters. The position peaked at $11K in Q2 2022. 4 funds tracked by Wall St. Rank hold DCT as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Duck Creek Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 131 Duck Creek Technologies, Inc. Common Stock shares in Q1 2023, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Duck Creek Technologies, Inc. Common Stock in Q3 2020 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Duck Creek Technologies, Inc. Common Stock position peaked at $11K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held Duck Creek Technologies, Inc. Common Stock as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.