EverSource Wealth Advisors’s Duck Creek Technologies, Inc. Common Stock DCT Stock Holding History

EverSource Wealth Advisors’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	-117	Closed	-$1.41K	–	2582
2022 Q4	$1.41K	Sell	117 -414	-78%	-$4.75K	﹤0.01%	2013
2022 Q3	$6K	Sell	531 -317	-37%	-$4.19K	﹤0.01%	1334
2022 Q2	$13K	Sell	848 -8,544	-91%	-$150K	﹤0.01%	976
2022 Q1	$208K	Buy	9,392 +5,196	+124%	+$124K	0.05%	253
2021 Q4	$126K	Buy	+4,196	New	+$135K	0.04%	277

Other funds holding DCT

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

EverSource Wealth Advisors's DCT Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Duck Creek Technologies, Inc. Common Stock (DCT) in Q1 2023, closing a stake of 117 shares — an estimated $1.41K sold.

EverSource Wealth Advisors first reported a position in DCT in Q4 2021 and held it in 5 quarters. The position peaked at $208K in Q1 2022. 4 funds tracked by Wall St. Rank hold DCT as of Q1 2023.

EverSource Wealth Advisors reported no remaining Duck Creek Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 117 Duck Creek Technologies, Inc. Common Stock shares in Q1 2023, an estimated $1.41K.
EverSource Wealth Advisors first reported a position in Duck Creek Technologies, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
EverSource Wealth Advisors's Duck Creek Technologies, Inc. Common Stock position peaked at $208K in Q1 2022.
4 funds tracked by Wall St. Rank held Duck Creek Technologies, Inc. Common Stock as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.