ECG
DOCU

Edge Capital Group’s DocuSign DOCU Stock Holding History

Edge Capital 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
Q2 		– Sell
-408
Closed -$23.8K – 334
2023
Q1 		$23.8K Sell
408
-97
-19% -$5.79K ﹤0.01% 371
2022
Q4 		$28K Sell
505
-645
-56% -$31.4K ﹤0.01% 362
2022
Q3 		$61K Buy
1,150
+125
+12% +$7.84K 0.01% 318
2022
Q2 		$437K Sell
1,025
-1,716
-63% -$139K 0.04% 201
2022
Q1 		$294K Buy
+2,741
New +$315K 0.02% 247

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

Edge Capital Group's DOCU Position: Q2 2023 in Review

Edge Capital Group sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 408 shares — an estimated $23.8K sold.

Edge Capital Group first reported a position in DOCU in Q1 2022 and held it in 5 quarters. The position peaked at $437K in Q2 2022. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • Edge Capital Group reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • Edge Capital Group sold 408 DocuSign shares in Q2 2023, an estimated $23.8K.
  • Edge Capital Group first reported a position in DocuSign in Q1 2022 and held it in 5 quarters.
  • Edge Capital Group's DocuSign position peaked at $437K in Q2 2022.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Edge Capital Group's 13F filing for Q2 2023, filed 8 Aug 2023.