BEI
DOCU

Benjamin Edwards Inc’s DocuSign DOCU Stock Holding History

Benjamin Edwards Inc’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
-64
Closed -$3K – 643
2023
Q2 		$3K Sell
64
-49
-43% -$2.6K ﹤0.01% 630
2023
Q1 		$7K Sell
113
-241
-68% -$14.4K ﹤0.01% 602
2022
Q4 		$20K Sell
354
-503
-59% -$24.5K 0.01% 508
2022
Q3 		$46K Sell
857
-237
-22% -$14.9K 0.01% 426
2022
Q2 		$63K Sell
1,094
-1,209
-52% -$97.9K 0.02% 405
2022
Q1 		$247K Buy
2,303
+486
+27% +$55.8K 0.07% 254
2021
Q4 		$277K Buy
+1,817
New +$414K 0.09% 212

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin Edwards Inc's DOCU Position: Q3 2023 in Review

Benjamin Edwards Inc sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 64 shares — an estimated $3K sold.

Benjamin Edwards Inc first reported a position in DOCU in Q4 2021 and held it in 7 quarters. The position peaked at $277K in Q4 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Benjamin Edwards Inc reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Benjamin Edwards Inc sold 64 DocuSign shares in Q3 2023, an estimated $3K.
  • Benjamin Edwards Inc first reported a position in DocuSign in Q4 2021 and held it in 7 quarters.
  • Benjamin Edwards Inc's DocuSign position peaked at $277K in Q4 2021.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Benjamin Edwards Inc's 13F filing for Q3 2023, filed 13 Nov 2023.