First Trust Direct Indexing’s DocuSign DOCU Stock Holding History

First Trust Direct Indexing’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	-4,784	Closed	-$279K	–	719
2023 Q1	$279K	Buy	4,784 +467	+11%	+$27.9K	0.03%	559
2022 Q4	$239K	Buy	+4,317	New	+$210K	0.03%	575
2021 Q4	–	Sell	-873	Closed	-$225K	–	673
2021 Q3	$225K	Sell	873 -45	-5%	-$13K	0.03%	558
2021 Q2	$257K	Buy	+918	New	+$205K	0.04%	498

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

First Trust Direct Indexing's DOCU Position: Q2 2023 in Review

First Trust Direct Indexing sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 4,784 shares — an estimated $279K sold.

First Trust Direct Indexing first reported a position in DOCU in Q2 2021 and held it in 4 quarters. The position peaked at $279K in Q1 2023. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

First Trust Direct Indexing reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
First Trust Direct Indexing sold 4,784 DocuSign shares in Q2 2023, an estimated $279K.
First Trust Direct Indexing first reported a position in DocuSign in Q2 2021 and held it in 4 quarters.
First Trust Direct Indexing's DocuSign position peaked at $279K in Q1 2023.
711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on First Trust Direct Indexing's 13F filing for Q2 2023, filed 14 Jul 2023.