BFA
DOCU

BBJS Financial Advisors’s DocuSign DOCU Stock Holding History

BBJS Financial Advisors’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
-66
Closed -$3.87K – 126
2023
Q1 		$3.87K Sell
66
-11,096
-99% -$662K ﹤0.01% 101
2022
Q4 		$619K Buy
+11,162
New +$543K 0.28% 33

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

BBJS Financial Advisors's DOCU Position: Q2 2023 in Review

BBJS Financial Advisors sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 66 shares — an estimated $3.87K sold.

BBJS Financial Advisors first reported a position in DOCU in Q4 2022 and held it in 2 quarters. The position peaked at $619K in Q4 2022. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • BBJS Financial Advisors reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • BBJS Financial Advisors sold 66 DocuSign shares in Q2 2023, an estimated $3.87K.
  • BBJS Financial Advisors first reported a position in DocuSign in Q4 2022 and held it in 2 quarters.
  • BBJS Financial Advisors's DocuSign position peaked at $619K in Q4 2022.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on BBJS Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.