BHWM
DOCU

Beaird Harris Wealth Management’s DocuSign DOCU Stock Holding History

Beaird Harris 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
Q1 		– Sell
-182
Closed -$10.1K – 550
2022
Q4 		$10.1K Buy
182
+174
+2,175% +$8.47K ﹤0.01% 323
2022
Q3 		$0 Hold
8
– – ﹤0.01% 494
2022
Q2 		$0 Hold
8
– – ﹤0.01% 455
2022
Q1 		$1K Hold
8
– – ﹤0.01% 555
2021
Q4 		$1K Buy
+8
New +$1.82K ﹤0.01% 594

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaird Harris Wealth Management's DOCU Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 182 shares — an estimated $10.1K sold.

Beaird Harris Wealth Management first reported a position in DOCU in Q4 2021 and held it in 5 quarters. The position peaked at $10.1K in Q4 2022. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 182 DocuSign shares in Q1 2023, an estimated $10.1K.
  • Beaird Harris Wealth Management first reported a position in DocuSign in Q4 2021 and held it in 5 quarters.
  • Beaird Harris Wealth Management's DocuSign position peaked at $10.1K in Q4 2022.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.