DWMG
DOCU

DB Wealth Management Group’s DocuSign DOCU Stock Holding History

DB Wealth Management Group’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
Q3 		– Sell
-158
Closed -$8.07K – 375
2023
Q2 		$8.07K Hold
158
– – ﹤0.01% 290
2023
Q1 		$9.21K Hold
158
– – 0.01% 285
2022
Q4 		$8.76K Buy
+158
New +$7.69K 0.01% 281
2022
Q2 		– Sell
-158
Closed -$17K – 300
2022
Q1 		$17K Buy
+158
New +$18.1K 0.01% 266

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DB Wealth Management Group's DOCU Position: Q3 2023 in Review

DB Wealth Management Group sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 158 shares — an estimated $8.07K sold.

DB Wealth Management Group first reported a position in DOCU in Q1 2022 and held it in 4 quarters. The position peaked at $17K in Q1 2022. 662 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • DB Wealth Management Group reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • DB Wealth Management Group sold 158 DocuSign shares in Q3 2023, an estimated $8.07K.
  • DB Wealth Management Group first reported a position in DocuSign in Q1 2022 and held it in 4 quarters.
  • DB Wealth Management Group's DocuSign position peaked at $17K in Q1 2022.
  • 662 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on DB Wealth Management Group's 13F filing for Q3 2023, filed 9 Nov 2023.