Baystate Wealth Management’s DocuSign DOCU Stock Holding History

Baystate 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	-150	Closed	-$6.3K	–	1324
2023 Q3	$6.3K	Sell	150 -75	-33%	-$3.68K	﹤0.01%	654
2023 Q2	$11.5K	Buy	225 +149	+196%	+$7.89K	﹤0.01%	544
2023 Q1	$4.43K	Hold	76	–	–	﹤0.01%	708
2022 Q4	$4K	Hold	76	–	–	﹤0.01%	703
2022 Q3	$4K	Hold	76	–	–	﹤0.01%	660
2022 Q2	$4K	Hold	76	–	–	﹤0.01%	681
2022 Q1	$8K	Hold	76	–	–	﹤0.01%	605
2021 Q4	$12K	Hold	76	–	–	﹤0.01%	540
2021 Q3	$20K	Hold	76	–	–	﹤0.01%	422
2021 Q2	$21K	Hold	76	–	–	﹤0.01%	390
2021 Q1	$15K	Buy	76 +39	+105%	+$9.04K	﹤0.01%	421
2020 Q4	$8K	Buy	+37	New	+$8.31K	﹤0.01%	444

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Baystate Wealth Management sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 150 shares — an estimated $6.3K sold.

Baystate Wealth Management first reported a position in DOCU in Q4 2020 and held it in 12 quarters. The position peaked at $21K in Q2 2021. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

Baystate Wealth Management reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
Baystate Wealth Management sold 150 DocuSign shares in Q4 2023, an estimated $6.3K.
Baystate Wealth Management first reported a position in DocuSign in Q4 2020 and held it in 12 quarters.
Baystate Wealth Management's DocuSign position peaked at $21K in Q2 2021.
706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.