CMP
DOCU

Coston McIsaac & Partners’s DocuSign DOCU Stock Holding History

Coston McIsaac & Partners’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
-45
Closed -$2K – 778
2023
Q1 		$2K Buy
+45
New +$2.68K ﹤0.01% 680

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Coston McIsaac & Partners's DOCU Position: Q2 2023 in Review

Coston McIsaac & Partners sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 45 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in DOCU in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • Coston McIsaac & Partners reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 45 DocuSign shares in Q2 2023, an estimated $2K.
  • Coston McIsaac & Partners first reported a position in DocuSign in Q1 2023 and held it in 1 quarter.
  • Coston McIsaac & Partners's DocuSign position peaked at $2K in Q1 2023.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Coston McIsaac & Partners's 13F filing for Q2 2023, filed 1 Aug 2023.