CMF
DOCU

Counterpoint Mutual Funds’s DocuSign DOCU Stock Holding History

Counterpoint Mutual Funds’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
2024
Q1 		– Sell
-4,006
Closed -$238K – 181
2023
Q4 		$238K Sell
4,006
-1,799
-31% -$82.5K 0.09% 36
2023
Q3 		$244K Buy
5,805
+3,394
+141% +$166K 0.2% 20
2023
Q2 		$123K Buy
2,411
+571
+31% +$30.2K 0.11% 151
2023
Q1 		$107K Buy
+1,840
New +$110K 0.09% 208

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Counterpoint Mutual Funds's DOCU Position: Q1 2024 in Review

Counterpoint Mutual Funds sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 4,006 shares — an estimated $238K sold.

Counterpoint Mutual Funds first reported a position in DOCU in Q1 2023 and held it in 4 quarters. The position peaked at $244K in Q3 2023. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Counterpoint Mutual Funds reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 4,006 DocuSign shares in Q1 2024, an estimated $238K.
  • Counterpoint Mutual Funds first reported a position in DocuSign in Q1 2023 and held it in 4 quarters.
  • Counterpoint Mutual Funds's DocuSign position peaked at $244K in Q3 2023.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2024, filed 15 Apr 2024.