Column Capital Advisors’s DocuSign DOCU Stock Holding History

Column Capital Advisors’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 Q3	$5.84K	Hold	139	–	–	﹤0.01%	587
2023 Q2	$7.1K	Hold	139	–	–	﹤0.01%	576
2023 Q1	$8.1K	Hold	139	–	–	﹤0.01%	588
2022 Q4	$7.7K	Hold	139	–	–	﹤0.01%	564
2022 Q3	$7K	Hold	139	–	–	﹤0.01%	508
2022 Q2	$8K	Sell	139 -4	-3%	-$324	﹤0.01%	505
2022 Q1	$15K	Buy	143 +25	+21%	+$2.87K	﹤0.01%	439
2021 Q4	$18K	Buy	118 +81	+219%	+$18.5K	﹤0.01%	424
2021 Q3	$10K	Buy	37 +20	+118%	+$5.76K	﹤0.01%	466
2021 Q2	$5K	Buy	+17	New	+$3.8K	﹤0.01%	544
2020 Q3	–	Sell	-77	Closed	-$13K	–	728
2020 Q2	$13K	Buy	+77	New	+$9.71K	﹤0.01%	435

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Column Capital Advisors's DOCU Position: Q3 2023 in Review

Column Capital Advisors held its DocuSign (DOCU) position steady in Q3 2023 at 139 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Column Capital Advisors first reported a position in DOCU in Q2 2020 and has held it in 11 quarters since. The position peaked at $18K in Q4 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Column Capital Advisors held 139 shares of DocuSign worth $5.84K as of Q3 2023.
Column Capital Advisors left its DocuSign share count unchanged in Q3 2023.
DocuSign made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #587 holding.
Column Capital Advisors first reported a position in DocuSign in Q2 2020 and has held it in 11 quarters since.
Column Capital Advisors's DocuSign position peaked at $18K in Q4 2021.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.