Charles Schwab
DCT

Charles Schwab’s Duck Creek Technologies, Inc. Common Stock DCT Stock Holding History

Charles Schwab’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
-562,534
Closed -$6.78M – 3607
2022
Q4 		$6.78M Buy
562,534
+11,507
+2% +$132K ﹤0.01% 2049
2022
Q3 		$6.53M Sell
551,027
-203,579
-27% -$2.69M ﹤0.01% 2078
2022
Q2 		$11.2M Buy
754,606
+157,466
+26% +$2.77M ﹤0.01% 1783
2022
Q1 		$13.2M Buy
597,140
+17,419
+3% +$416K ﹤0.01% 1797
2021
Q4 		$17.5M Buy
579,721
+11,317
+2% +$364K 0.01% 1691
2021
Q3 		$25.1M Buy
568,404
+320,210
+129% +$14.5M 0.01% 1377
2021
Q2 		$10.8M Buy
248,194
+6,688
+3% +$272K ﹤0.01% 1955
2021
Q1 		$10.9M Buy
241,506
+83,989
+53% +$4.05M ﹤0.01% 1912
2020
Q4 		$6.82M Buy
157,517
+55,692
+55% +$2.36M ﹤0.01% 2068
2020
Q3 		$4.63M Buy
+101,825
New +$4.11M ﹤0.01% 2097

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

Charles Schwab's DCT Position: Q1 2023 in Review

Charles Schwab sold out of Duck Creek Technologies, Inc. Common Stock (DCT) in Q1 2023, closing a stake of 562,534 shares — an estimated $6.78M sold.

Charles Schwab first reported a position in DCT in Q3 2020 and held it in 10 quarters. The position peaked at $25.1M in Q3 2021. 4 funds tracked by Wall St. Rank hold DCT as of Q1 2023.

  • Charles Schwab reported no remaining Duck Creek Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Charles Schwab sold 562,534 Duck Creek Technologies, Inc. Common Stock shares in Q1 2023, an estimated $6.78M.
  • Charles Schwab first reported a position in Duck Creek Technologies, Inc. Common Stock in Q3 2020 and held it in 10 quarters.
  • Charles Schwab's Duck Creek Technologies, Inc. Common Stock position peaked at $25.1M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Duck Creek Technologies, Inc. Common Stock as of Q1 2023.

Based on Charles Schwab's 13F filing for Q1 2023, filed 12 May 2023.