FA
DOCU

FDx Advisors’s DocuSign DOCU Stock Holding History

FDx Advisors’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
-43,397
Closed -$2.22M – 666
2023
Q2 		$2.22M Sell
43,397
-145,634
-77% -$7.71M 0.12% 177
2023
Q1 		$10.5M Hold
189,031
– – 0.46% 57
2022
Q4 		$10.5M Sell
189,031
-20,347
-10% -$991K 0.46% 57
2022
Q3 		$11.2M Sell
209,378
-32,512
-13% -$2.04M 0.5% 46
2022
Q2 		$13.9M Sell
241,890
-2,400
-1% -$194K 0.52% 44
2022
Q1 		$26.2M Buy
244,290
+189,799
+348% +$21.8M 0.89% 24
2021
Q4 		$8.3M Buy
54,491
+52,423
+2,535% +$12M 0.23% 87
2021
Q3 		$532K Buy
2,068
+675
+48% +$194K 0.02% 497
2021
Q2 		$389K Sell
1,393
-2,618
-65% -$585K 0.01% 581
2021
Q1 		$812K Sell
4,011
-2,495
-38% -$579K 0.03% 348
2020
Q4 		$1.45M Buy
6,506
+3,919
+151% +$880K 0.06% 208
2020
Q3 		$557K Sell
2,587
-1,419
-35% -$295K 0.03% 352
2020
Q2 		$690K Buy
+4,006
New +$505K 0.04% 281

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

FDx Advisors's DOCU Position: Q3 2023 in Review

FDx Advisors sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 43,397 shares — an estimated $2.22M sold.

FDx Advisors first reported a position in DOCU in Q2 2020 and held it in 13 quarters. The position peaked at $26.2M in Q1 2022. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • FDx Advisors reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 43,397 DocuSign shares in Q3 2023, an estimated $2.22M.
  • FDx Advisors first reported a position in DocuSign in Q2 2020 and held it in 13 quarters.
  • FDx Advisors's DocuSign position peaked at $26.2M in Q1 2022.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.