TW
DCT

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

TrinityPoint Wealth’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
-10,432
Closed -$126K – 297
2022
Q4 		$126K Sell
10,432
-730
-7% -$8.37K 0.03% 270
2022
Q3 		$132K Buy
+11,162
New +$148K 0.03% 270

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

TrinityPoint Wealth's DCT Position: Q1 2023 in Review

TrinityPoint Wealth sold out of Duck Creek Technologies, Inc. Common Stock (DCT) in Q1 2023, closing a stake of 10,432 shares — an estimated $126K sold.

TrinityPoint Wealth first reported a position in DCT in Q3 2022 and held it in 2 quarters. The position peaked at $132K in Q3 2022. 4 funds tracked by Wall St. Rank hold DCT as of Q1 2023.

  • TrinityPoint Wealth reported no remaining Duck Creek Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • TrinityPoint Wealth sold 10,432 Duck Creek Technologies, Inc. Common Stock shares in Q1 2023, an estimated $126K.
  • TrinityPoint Wealth first reported a position in Duck Creek Technologies, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
  • TrinityPoint Wealth's Duck Creek Technologies, Inc. Common Stock position peaked at $132K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Duck Creek Technologies, Inc. Common Stock as of Q1 2023.

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