CF
DOCU

Copperwynd Financial’s DocuSign DOCU Stock Holding History

Copperwynd Financial’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
-9,973
Closed -$419K – 138
2023
Q3 		$419K Buy
9,973
+1,416
+17% +$69.4K 0.2% 97
2023
Q2 		$437K Buy
8,557
+201
+2% +$10.6K 0.2% 106
2023
Q1 		$487K Buy
8,356
+3,421
+69% +$204K 0.25% 100
2022
Q4 		$273K Sell
4,935
-340
-6% -$16.6K 0.15% 111
2022
Q3 		$282K Buy
5,275
+563
+12% +$35.3K 0.16% 105
2022
Q2 		$270K Sell
4,712
-232
-5% -$18.8K 0.16% 109
2022
Q1 		$530K Buy
+4,944
New +$567K 0.22% 99

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 $3.38T AUM 44.17% 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

Copperwynd Financial's DOCU Position: Q4 2023 in Review

Copperwynd Financial sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 9,973 shares — an estimated $419K sold.

Copperwynd Financial first reported a position in DOCU in Q1 2022 and held it in 7 quarters. The position peaked at $530K in Q1 2022. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Copperwynd Financial reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Copperwynd Financial sold 9,973 DocuSign shares in Q4 2023, an estimated $419K.
  • Copperwynd Financial first reported a position in DocuSign in Q1 2022 and held it in 7 quarters.
  • Copperwynd Financial's DocuSign position peaked at $530K in Q1 2022.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Copperwynd Financial's 13F filing for Q4 2023, filed 13 Feb 2024.