AWM
DOCU

AllSquare Wealth Management’s DocuSign DOCU Stock Holding History

AllSquare 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
Q4 		– Sell
-4
Closed -$168 – 541
2023
Q3 		$168 Hold
4
– – ﹤0.01% 522
2023
Q2 		$224 Hold
4
– – ﹤0.01% 534
2023
Q1 		$233 Hold
4
– – ﹤0.01% 528
2022
Q4 		$222 Hold
4
– – ﹤0.01% 508
2022
Q3 		$0 Hold
4
– – ﹤0.01% 508
2022
Q2 		$0 Hold
4
– – ﹤0.01% 510
2022
Q1 		$0 Buy
+4
New +$459 ﹤0.01% 512

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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AllSquare Wealth Management's DOCU Position: Q4 2023 in Review

AllSquare Wealth Management sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 4 shares — an estimated $168 sold.

AllSquare Wealth Management first reported a position in DOCU in Q1 2022 and held it in 7 quarters. The position peaked at $233 in Q1 2023. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • AllSquare Wealth Management reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • AllSquare Wealth Management sold 4 DocuSign shares in Q4 2023, an estimated $168.
  • AllSquare Wealth Management first reported a position in DocuSign in Q1 2022 and held it in 7 quarters.
  • AllSquare Wealth Management's DocuSign position peaked at $233 in Q1 2023.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on AllSquare Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.