C2C Wealth Management’s DocuSign DOCU Stock Holding History

C2C 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	-20,795	Closed	-$866K	–	133
2023 Q3	$866K	Buy	+20,795	New	+$1.02M	0.12%	90

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

C2C Wealth Management's DOCU Position: Q4 2023 in Review

C2C Wealth Management sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 20,795 shares — an estimated $866K sold.

C2C Wealth Management first reported a position in DOCU in Q3 2023 and held it in 1 quarter. The position peaked at $866K in Q3 2023. 705 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

C2C Wealth Management reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 20,795 DocuSign shares in Q4 2023, an estimated $866K.
C2C Wealth Management first reported a position in DocuSign in Q3 2023 and held it in 1 quarter.
C2C Wealth Management's DocuSign position peaked at $866K in Q3 2023.
705 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.