TrinityPoint Wealth, LLC

SEC CIK: 0001766510
Latest filing: Feb 14, 2025

SEC filings (opens in a new tab)

DCT holding history

Duck Creek Technologies, Inc. in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DCT overview All 13F holders of DCT Full Q4 2024 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of DCT by TrinityPoint Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−10,432−100.0%	Sold out	Holders
Q4 2022	10,432	$125.7K	<0.1%	−730−6.5%	Reduced	Holders
Q3 2022	11,162	$132.0K	<0.1%	+11,162	New	Holders