AWAU
DOCU

Alliance Wealth Advisors (Utah)’s DocuSign DOCU Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q3 		– Sell
-15,487
Closed -$791K – 222
2023
Q2 		$791K Buy
15,487
+518
+3% +$27.4K 0.29% 83
2023
Q1 		$873K Buy
14,969
+1,316
+10% +$78.5K 0.35% 69
2022
Q4 		$757K Buy
+13,653
New +$665K 0.34% 75

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s DOCU Position: Q3 2023 in Review

Alliance Wealth Advisors (Utah) sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 15,487 shares — an estimated $791K sold.

Alliance Wealth Advisors (Utah) first reported a position in DOCU in Q4 2022 and held it in 3 quarters. The position peaked at $873K in Q1 2023. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Alliance Wealth Advisors (Utah) reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 15,487 DocuSign shares in Q3 2023, an estimated $791K.
  • Alliance Wealth Advisors (Utah) first reported a position in DocuSign in Q4 2022 and held it in 3 quarters.
  • Alliance Wealth Advisors (Utah)'s DocuSign position peaked at $873K in Q1 2023.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2023, filed 9 Nov 2023.