EWM
DOCU

Evermay Wealth Management’s DocuSign DOCU Stock Holding History

Evermay Wealth Management’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
-1
Closed -$52 – 567
2023
Q2 		$52 Hold
1
– – ﹤0.01% 551
2023
Q1 		$59 Sell
1
-500
-100% -$29.8K ﹤0.01% 531
2022
Q4 		$27.8K Buy
+501
New +$24.4K 0.01% 343
2022
Q1 		– Sell
-44
Closed -$7K – 534
2021
Q4 		$7K Hold
44
– – ﹤0.01% 426
2021
Q3 		$11K Buy
44
+34
+340% +$9.8K ﹤0.01% 376
2021
Q2 		$3K Buy
+10
New +$2.24K ﹤0.01% 468

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evermay Wealth Management's DOCU Position: Q3 2023 in Review

Evermay Wealth Management sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 1 share — an estimated $52 sold.

Evermay Wealth Management first reported a position in DOCU in Q2 2021 and held it in 6 quarters. The position peaked at $27.8K in Q4 2022. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Evermay Wealth Management reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 1 DocuSign share in Q3 2023, an estimated $52.
  • Evermay Wealth Management first reported a position in DocuSign in Q2 2021 and held it in 6 quarters.
  • Evermay Wealth Management's DocuSign position peaked at $27.8K in Q4 2022.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.