Baker Tilly Wealth Management’s DocuSign DOCU Stock Holding History

Baker Tilly 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 Q3	–	Sell	-15,163	Closed	-$775K	–	489
2023 Q2	$775K	Sell	15,163 -397	-3%	-$21K	0.08%	251
2023 Q1	$907K	Sell	15,560 -2,124	-12%	-$127K	0.1%	215
2022 Q4	$980K	Sell	17,684 -312	-2%	-$15.2K	0.12%	189
2022 Q3	$962K	Sell	17,996 -978	-5%	-$61.3K	0.13%	171
2022 Q2	$1.09M	Buy	18,974 +185	+1%	+$15K	0.14%	150
2022 Q1	$2.01M	Buy	18,789 +14,866	+379%	+$1.71M	0.22%	91
2021 Q4	$598K	Buy	3,923 +2,128	+119%	+$485K	0.06%	319
2021 Q3	$462K	Buy	+1,795	New	+$517K	0.06%	333

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Baker Tilly Wealth Management's DOCU Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 15,163 shares — an estimated $775K sold.

Baker Tilly Wealth Management first reported a position in DOCU in Q3 2021 and held it in 8 quarters. The position peaked at $2.01M in Q1 2022. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Baker Tilly Wealth Management reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 15,163 DocuSign shares in Q3 2023, an estimated $775K.
Baker Tilly Wealth Management first reported a position in DocuSign in Q3 2021 and held it in 8 quarters.
Baker Tilly Wealth Management's DocuSign position peaked at $2.01M in Q1 2022.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.