BMWM
DOCU

Brown Miller Wealth Management’s DocuSign DOCU Stock Holding History

Brown Miller 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
-6,283
Closed -$264K – 124
2023
Q3 		$264K Buy
6,283
+859
+16% +$42.1K 0.15% 106
2023
Q2 		$277K Buy
5,424
+398
+8% +$21.1K 0.15% 105
2023
Q1 		$293K Sell
5,026
-207
-4% -$12.3K 0.17% 100
2022
Q4 		$290K Buy
5,233
+379
+8% +$18.4K 0.18% 98
2022
Q3 		$259K Buy
4,854
+807
+20% +$50.6K 0.18% 99
2022
Q2 		$232K Buy
4,047
+824
+26% +$66.7K 0.16% 102
2022
Q1 		$345K Buy
3,223
+303
+10% +$34.8K 0.2% 86
2021
Q4 		$444K Buy
2,920
+690
+31% +$157K 0.25% 71
2021
Q3 		$574K Buy
2,230
+32
+1% +$9.22K 0.36% 59
2021
Q2 		$614K Buy
2,198
+295
+16% +$66K 0.39% 58
2021
Q1 		$385K Buy
1,903
+659
+53% +$153K 0.27% 77
2020
Q4 		$277K Buy
+1,244
New +$279K 0.21% 90

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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Two Sigma Advisers
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brown Miller Wealth Management's DOCU Position: Q4 2023 in Review

Brown Miller Wealth Management sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 6,283 shares — an estimated $264K sold.

Brown Miller Wealth Management first reported a position in DOCU in Q4 2020 and held it in 12 quarters. The position peaked at $614K in Q2 2021. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Brown Miller Wealth Management reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Brown Miller Wealth Management sold 6,283 DocuSign shares in Q4 2023, an estimated $264K.
  • Brown Miller Wealth Management first reported a position in DocuSign in Q4 2020 and held it in 12 quarters.
  • Brown Miller Wealth Management's DocuSign position peaked at $614K in Q2 2021.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Brown Miller Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.