Carolinas Wealth Consulting’s DocuSign DOCU Stock Holding History

Carolinas Wealth Consulting’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	-74	Closed	-$2.88K	–	1009
2023 Q3	$2.88K	Hold	74	–	–	﹤0.01%	695
2023 Q2	$3.78K	Hold	74	–	–	﹤0.01%	723
2023 Q1	$4.31K	Buy	+74	New	+$4.41K	﹤0.01%	715
2022 Q4	–	Sell	-113	Closed	-$6K	–	1079
2022 Q3	$6K	Buy	+113	New	+$7.08K	﹤0.01%	640
2022 Q2	–	Sell	-99	Closed	-$11K	–	898
2022 Q1	$11K	Hold	99	–	–	﹤0.01%	593
2021 Q4	$15K	Sell	99 -168	-63%	-$38.3K	﹤0.01%	549
2021 Q3	$69K	Buy	267 +222	+493%	+$64K	0.02%	291
2021 Q2	$13K	Sell	45 -223	-83%	-$49.9K	﹤0.01%	573
2021 Q1	$54K	Buy	268 +48	+22%	+$11.1K	0.01%	349
2020 Q4	$49K	Buy	+220	New	+$49.4K	0.01%	342
2020 Q3	–	Sell	-100	Closed	-$17K	–	946
2020 Q2	$17K	Buy	+100	New	+$12.6K	0.01%	297

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carolinas Wealth Consulting's DOCU Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 74 shares — an estimated $2.88K sold.

Carolinas Wealth Consulting first reported a position in DOCU in Q2 2020 and held it in 11 quarters. The position peaked at $69K in Q3 2021. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

Carolinas Wealth Consulting reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 74 DocuSign shares in Q4 2023, an estimated $2.88K.
Carolinas Wealth Consulting first reported a position in DocuSign in Q2 2020 and held it in 11 quarters.
Carolinas Wealth Consulting's DocuSign position peaked at $69K in Q3 2021.
706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

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