CFA
DOCU

Compass Financial Advisors’s DocuSign DOCU Stock Holding History

Compass Financial 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
Q2 		– Sell
-5,824
Closed -$340K – 22
2023
Q1 		$340K Sell
5,824
-41
-0.7% -$2.45K 0.43% 82
2022
Q4 		$325K Sell
5,865
-190
-3% -$9.25K 0.44% 78
2022
Q3 		$324K Sell
6,055
-825
-12% -$51.7K 0.48% 74
2022
Q2 		$395K Buy
6,880
+1,443
+27% +$117K 0.54% 65
2022
Q1 		$582K Buy
5,437
+1,368
+34% +$157K 0.64% 51
2021
Q4 		$620K Buy
+4,069
New +$928K 0.68% 55

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Compass Financial Advisors's DOCU Position: Q2 2023 in Review

Compass Financial Advisors sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 5,824 shares — an estimated $340K sold.

Compass Financial Advisors first reported a position in DOCU in Q4 2021 and held it in 6 quarters. The position peaked at $620K in Q4 2021. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • Compass Financial Advisors reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 5,824 DocuSign shares in Q2 2023, an estimated $340K.
  • Compass Financial Advisors first reported a position in DocuSign in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's DocuSign position peaked at $620K in Q4 2021.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.