FFL
DOCU

Financial Freedom LLC’s DocuSign DOCU Stock Holding History

Financial Freedom LLC’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
Q4 		– Sell
-30
Closed -$1.26K – 365
2023
Q3 		$1.26K Sell
30
-7
-19% -$343 ﹤0.01% 350
2023
Q2 		$1.89K Hold
37
– – ﹤0.01% 357
2023
Q1 		$2.16K Hold
37
– – ﹤0.01% 354
2022
Q4 		$2.05K Buy
+37
New +$1.8K ﹤0.01% 352

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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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

Financial Freedom LLC's DOCU Position: Q4 2023 in Review

Financial Freedom LLC sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 30 shares — an estimated $1.26K sold.

Financial Freedom LLC first reported a position in DOCU in Q4 2022 and held it in 4 quarters. The position peaked at $2.16K in Q1 2023. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Financial Freedom LLC reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Financial Freedom LLC sold 30 DocuSign shares in Q4 2023, an estimated $1.26K.
  • Financial Freedom LLC first reported a position in DocuSign in Q4 2022 and held it in 4 quarters.
  • Financial Freedom LLC's DocuSign position peaked at $2.16K in Q1 2023.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Financial Freedom LLC's 13F filing for Q4 2023, filed 24 Jan 2024.