Carmel Capital Partners’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,455
Closed -$562K 160
2023
Q4
$562K Sell
9,455
-950
-9% -$43.6K 0.29% 69
2023
Q3
$437K Sell
10,405
-2,025
-16% -$99.3K 0.2% 83
2023
Q2
$635K Buy
12,430
+6,610
+114% +$350K 0.33% 65
2023
Q1
$339K Buy
5,820
+288
+5% +$17.2K 0.2% 87
2022
Q4
$307K Sell
5,532
-958
-15% -$46.6K 0.21% 97
2022
Q3
$347K Buy
6,490
+2,732
+73% +$171K 0.34% 70
2022
Q2
$216K Sell
3,758
-470
-11% -$38K 0.2% 103
2022
Q1
$453K Buy
4,228
+1,383
+49% +$159K 0.38% 66
2021
Q4
$433K Buy
+2,845
New +$649K 0.32% 64

Other funds holding DOCU

Carmel Capital Partners's DOCU Position: Q1 2024 in Review

Carmel Capital Partners sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 9,455 shares — an estimated $562K sold.

Carmel Capital Partners first reported a position in DOCU in Q4 2021 and held it in 9 quarters. The position peaked at $635K in Q2 2023. 685 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Carmel Capital Partners reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 9,455 DocuSign shares in Q1 2024, an estimated $562K.
  • Carmel Capital Partners first reported a position in DocuSign in Q4 2021 and held it in 9 quarters.
  • Carmel Capital Partners's DocuSign position peaked at $635K in Q2 2023.
  • 685 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Carmel Capital Partners's 13F filing for Q1 2024, filed 25 Apr 2024.