CWM
DCT

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

Castle 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
2022
Q4 		– Sell
-4,265
Closed -$51K – 713
2022
Q3 		$51K Buy
4,265
+737
+21% +$9.74K 0.03% 213
2022
Q2 		$52K Buy
+3,528
New +$62K 0.03% 210

Other funds holding DCT

A
Accenture Dublin, Ireland $254M AUM 59.98% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Castle Wealth Management's DCT Position: Q4 2022 in Review

Castle Wealth Management sold out of Duck Creek Technologies, Inc. Common Stock (DCT) in Q4 2022, closing a stake of 4,265 shares — an estimated $51K sold.

Castle Wealth Management first reported a position in DCT in Q2 2022 and held it in 2 quarters. The position peaked at $52K in Q2 2022. 173 funds tracked by Wall St. Rank hold DCT as of Q4 2022.

  • Castle Wealth Management reported no remaining Duck Creek Technologies, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 4,265 Duck Creek Technologies, Inc. Common Stock shares in Q4 2022, an estimated $51K.
  • Castle Wealth Management first reported a position in Duck Creek Technologies, Inc. Common Stock in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Duck Creek Technologies, Inc. Common Stock position peaked at $52K in Q2 2022.
  • 173 funds tracked by Wall St. Rank held Duck Creek Technologies, Inc. Common Stock as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.