SWM
DCT

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

Spire 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
2023
Q1 		– Sell
-3,470
Closed -$42K – 2624
2022
Q4 		$42K Sell
3,470
-447
-11% -$5.13K ﹤0.01% 1048
2022
Q3 		$46K Hold
3,917
– – ﹤0.01% 982
2022
Q2 		$58K Buy
3,917
+773
+25% +$13.6K ﹤0.01% 1238
2022
Q1 		$70K Buy
3,144
+891
+40% +$21.3K ﹤0.01% 1317
2021
Q4 		$68K Buy
2,253
+230
+11% +$7.4K ﹤0.01% 1585
2021
Q3 		$89K Buy
2,023
+69
+4% +$3.12K ﹤0.01% 1239
2021
Q2 		$85K Sell
1,954
-75
-4% -$3.05K ﹤0.01% 1250
2021
Q1 		$92K Buy
+2,029
New +$97.8K ﹤0.01% 1435

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

Spire Wealth Management's DCT Position: Q1 2023 in Review

Spire Wealth Management sold out of Duck Creek Technologies, Inc. Common Stock (DCT) in Q1 2023, closing a stake of 3,470 shares — an estimated $42K sold.

Spire Wealth Management first reported a position in DCT in Q1 2021 and held it in 8 quarters. The position peaked at $92K in Q1 2021. 4 funds tracked by Wall St. Rank hold DCT as of Q1 2023.

  • Spire Wealth Management reported no remaining Duck Creek Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 3,470 Duck Creek Technologies, Inc. Common Stock shares in Q1 2023, an estimated $42K.
  • Spire Wealth Management first reported a position in Duck Creek Technologies, Inc. Common Stock in Q1 2021 and held it in 8 quarters.
  • Spire Wealth Management's Duck Creek Technologies, Inc. Common Stock position peaked at $92K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Duck Creek Technologies, Inc. Common Stock as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.