AWM
DOCU

Atticus Wealth Management’s DocuSign DOCU Stock Holding History

Atticus 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
Q2 		– Sell
-43
Closed -$2.51K – 592
2023
Q1 		$2.51K Hold
43
– – ﹤0.01% 462
2022
Q4 		$2.38K Hold
43
– – ﹤0.01% 456
2022
Q3 		$2K Hold
43
– – ﹤0.01% 496
2022
Q2 		$2K Buy
43
+18
+72% +$1.46K ﹤0.01% 529
2022
Q1 		$3K Buy
25
+15
+150% +$1.72K ﹤0.01% 492
2021
Q4 		$2K Sell
10
-1,130
-99% -$258K ﹤0.01% 413
2021
Q3 		$293K Sell
1,140
-46
-4% -$13.3K 0.13% 85
2021
Q2 		$332K Buy
1,186
+155
+15% +$34.7K 0.14% 88
2021
Q1 		$209K Sell
1,031
-556
-35% -$129K 0.1% 105
2020
Q4 		$353K Buy
1,587
+790
+99% +$177K 0.18% 72
2020
Q3 		$172K Buy
+797
New +$165K 0.1% 95

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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

Atticus Wealth Management's DOCU Position: Q2 2023 in Review

Atticus Wealth Management sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 43 shares — an estimated $2.51K sold.

Atticus Wealth Management first reported a position in DOCU in Q3 2020 and held it in 11 quarters. The position peaked at $353K in Q4 2020. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • Atticus Wealth Management reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 43 DocuSign shares in Q2 2023, an estimated $2.51K.
  • Atticus Wealth Management first reported a position in DocuSign in Q3 2020 and held it in 11 quarters.
  • Atticus Wealth Management's DocuSign position peaked at $353K in Q4 2020.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Atticus Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.