PWS
DCT

Precision Wealth Strategies’s Duck Creek Technologies, Inc. Common Stock DCT Stock Holding History

Precision Wealth Strategies’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
-33,214
Closed -$400K – 123
2022
Q4 		$400K Sell
33,214
-653
-2% -$7.49K 0.42% 51
2022
Q3 		$393K Buy
33,867
+2,749
+9% +$36.3K 0.35% 62
2022
Q2 		$444K Buy
31,118
+6,221
+25% +$109K 0.35% 55
2022
Q1 		$551K Buy
24,897
+10,850
+77% +$259K 0.33% 60
2021
Q4 		$423K Buy
14,047
+1,370
+11% +$44.1K 0.3% 95
2021
Q3 		$561K Buy
12,677
+2,987
+31% +$135K 0.43% 52
2021
Q2 		$422K Buy
9,690
+1,451
+18% +$59K 0.36% 46
2021
Q1 		$372K Buy
8,239
+2,552
+45% +$123K 0.36% 42
2020
Q4 		$246K Buy
+5,687
New +$241K 0.27% 46

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

Precision Wealth Strategies's DCT Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Duck Creek Technologies, Inc. Common Stock (DCT) in Q1 2023, closing a stake of 33,214 shares — an estimated $400K sold.

Precision Wealth Strategies first reported a position in DCT in Q4 2020 and held it in 9 quarters. The position peaked at $561K in Q3 2021. 4 funds tracked by Wall St. Rank hold DCT as of Q1 2023.

  • Precision Wealth Strategies reported no remaining Duck Creek Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 33,214 Duck Creek Technologies, Inc. Common Stock shares in Q1 2023, an estimated $400K.
  • Precision Wealth Strategies first reported a position in Duck Creek Technologies, Inc. Common Stock in Q4 2020 and held it in 9 quarters.
  • Precision Wealth Strategies's Duck Creek Technologies, Inc. Common Stock position peaked at $561K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Duck Creek Technologies, Inc. Common Stock as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.