BDO Wealth Advisors’s DocuSign DOCU Stock Holding History

BDO Wealth 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	$8.07K	Sell	158 -15	-9%	-$794	﹤0.01%	723
2023 Q1	$10.1K	Buy	173 +15	+9%	+$895	﹤0.01%	703
2022 Q4	$8.76K	Hold	158	–	–	﹤0.01%	704
2022 Q3	$8K	Hold	158	–	–	﹤0.01%	746
2022 Q2	$9K	Buy	158 +28	+22%	+$2.27K	﹤0.01%	698
2022 Q1	$14K	Buy	130 +125	+2,500%	+$14.3K	﹤0.01%	664
2021 Q4	$1K	Sell	5 -217	-98%	-$49.5K	﹤0.01%	1004
2021 Q3	$57K	Hold	222	–	–	0.01%	426
2021 Q2	$62K	Buy	222 +20	+10%	+$4.47K	0.01%	432
2021 Q1	$41K	Buy	202 +12	+6%	+$2.78K	﹤0.01%	481
2020 Q4	$42K	Buy	190 +185	+3,700%	+$41.6K	0.01%	372
2020 Q3	$1K	Buy	+5	New	+$1.04K	﹤0.01%	758

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

BDO Wealth Advisors's DOCU Position: Q2 2023 in Review

BDO Wealth Advisors reduced its DocuSign (DOCU) stake by 8.7% in Q2 2023, selling an estimated $794 and leaving 158 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

BDO Wealth Advisors first reported a position in DOCU in Q3 2020 and has held it in 12 quarters since. The position peaked at $62K in Q2 2021. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

BDO Wealth Advisors held 158 shares of DocuSign worth $8.07K as of Q2 2023.
BDO Wealth Advisors sold 15 DocuSign shares in Q2 2023, an estimated $794.
DocuSign made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #723 holding.
BDO Wealth Advisors first reported a position in DocuSign in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's DocuSign position peaked at $62K in Q2 2021.
711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.