AM Squared’s DocuSign DOCU Stock Holding History

AM Squared’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 Q2	–	Sell	-4,200	Closed	-$245K	–	130
2023 Q1	$245K	Buy	4,200 +1,400	+50%	+$83.5K	0.19%	69
2022 Q4	$155K	Buy	+2,800	New	+$136K	0.1%	86

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

AM Squared's DOCU Position: Q2 2023 in Review

AM Squared sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 4,200 shares — an estimated $245K sold.

AM Squared first reported a position in DOCU in Q4 2022 and held it in 2 quarters. The position peaked at $245K in Q1 2023. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

AM Squared reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
AM Squared sold 4,200 DocuSign shares in Q2 2023, an estimated $245K.
AM Squared first reported a position in DocuSign in Q4 2022 and held it in 2 quarters.
AM Squared's DocuSign position peaked at $245K in Q1 2023.
711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on AM Squared's 13F filing for Q2 2023, filed 31 Jul 2023.