CW
DOCU

Connectus Wealth’s DocuSign DOCU Stock Holding History

Connectus Wealth’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
-46,307
Closed -$1.94M – 507
2023
Q3 		$1.94M Buy
46,307
+12,747
+38% +$625K 0.04% 257
2023
Q2 		$1.71M Buy
+33,560
New +$1.78M 0.04% 234
2022
Q2 		– Sell
-1,363
Closed -$208K – 434
2022
Q1 		$208K Sell
1,363
-2
-0.1% -$230 0.01% 350
2021
Q4 		$208K Buy
+1,365
New +$311K 0.01% 326

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Advisers
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Connectus Wealth's DOCU Position: Q4 2023 in Review

Connectus Wealth sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 46,307 shares — an estimated $1.94M sold.

Connectus Wealth first reported a position in DOCU in Q4 2021 and held it in 4 quarters. The position peaked at $1.94M in Q3 2023. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Connectus Wealth reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Connectus Wealth sold 46,307 DocuSign shares in Q4 2023, an estimated $1.94M.
  • Connectus Wealth first reported a position in DocuSign in Q4 2021 and held it in 4 quarters.
  • Connectus Wealth's DocuSign position peaked at $1.94M in Q3 2023.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.