BWS
DOCU

Buck Wealth Strategies’s DocuSign DOCU Stock Holding History

Buck Wealth Strategies’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
-100
Closed -$4.2K – 130
2023
Q3 		$4.2K Hold
100
– – ﹤0.01% 253
2023
Q2 		$5.11K Sell
100
-200
-67% -$10.6K ﹤0.01% 186
2023
Q1 		$17.5K Buy
+300
New +$17.9K 0.01% 89

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

Buck Wealth Strategies's DOCU Position: Q4 2023 in Review

Buck Wealth Strategies sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 100 shares — an estimated $4.2K sold.

Buck Wealth Strategies first reported a position in DOCU in Q1 2023 and held it in 3 quarters. The position peaked at $17.5K in Q1 2023. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Buck Wealth Strategies reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 100 DocuSign shares in Q4 2023, an estimated $4.2K.
  • Buck Wealth Strategies first reported a position in DocuSign in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's DocuSign position peaked at $17.5K in Q1 2023.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.