Accurate Wealth Management’s DocuSign DOCU Stock Holding History

Accurate Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,567	Closed	-$149K	–	554
2022 Q4	$149K	Buy	+2,567	New	+$125K	0.05%	243

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accurate Wealth Management's DOCU Position: Q1 2023 in Review

Accurate Wealth Management sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 2,567 shares — an estimated $149K sold.

Accurate Wealth Management first reported a position in DOCU in Q4 2022 and held it in 1 quarter. The position peaked at $149K in Q4 2022. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

Accurate Wealth Management reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 2,567 DocuSign shares in Q1 2023, an estimated $149K.
Accurate Wealth Management first reported a position in DocuSign in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's DocuSign position peaked at $149K in Q4 2022.
726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.