DI
DOCU

DFPG Investments’s DocuSign DOCU Stock Holding History

DFPG Investments’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
-10,528
Closed -$570K – 591
2023
Q2 		$570K Buy
10,528
+947
+10% +$50.2K 0.05% 346
2023
Q1 		$559K Sell
9,581
-302
-3% -$18K 0.06% 320
2022
Q4 		$589K Buy
+9,883
New +$481K 0.1% 228

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

DFPG Investments's DOCU Position: Q3 2023 in Review

DFPG Investments sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 10,528 shares — an estimated $570K sold.

DFPG Investments first reported a position in DOCU in Q4 2022 and held it in 3 quarters. The position peaked at $589K in Q4 2022. 662 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • DFPG Investments reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 10,528 DocuSign shares in Q3 2023, an estimated $570K.
  • DFPG Investments first reported a position in DocuSign in Q4 2022 and held it in 3 quarters.
  • DFPG Investments's DocuSign position peaked at $589K in Q4 2022.
  • 662 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.