HWMA
DCT

Heritage Wealth Management (Arizona)’s Duck Creek Technologies, Inc. Common Stock DCT Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-4,062
Closed -$90K – 1073
2022
Q1 		$90K Buy
+4,062
New +$97.1K 0.02% 384
2021
Q3 		$118K Buy
2,662
+500
+23% +$22.6K 0.04% 311
2021
Q2 		$94K Buy
2,162
+1,192
+123% +$48.5K 0.04% 348
2021
Q1 		$44K Buy
+970
New +$46.8K 0.02% 396

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DCT Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Duck Creek Technologies, Inc. Common Stock (DCT) in Q2 2022, closing a stake of 4,062 shares — an estimated $90K sold.

Heritage Wealth Management (Arizona) first reported a position in DCT in Q1 2021 and held it in 4 quarters. The position peaked at $118K in Q3 2021. 171 funds tracked by Wall St. Rank hold DCT as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Duck Creek Technologies, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 4,062 Duck Creek Technologies, Inc. Common Stock shares in Q2 2022, an estimated $90K.
  • Heritage Wealth Management (Arizona) first reported a position in Duck Creek Technologies, Inc. Common Stock in Q1 2021 and held it in 4 quarters.
  • Heritage Wealth Management (Arizona)'s Duck Creek Technologies, Inc. Common Stock position peaked at $118K in Q3 2021.
  • 171 funds tracked by Wall St. Rank held Duck Creek Technologies, Inc. Common Stock as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.