Flaharty Asset Management’s DocuSign DOCU Stock Holding History

Flaharty Asset 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 Q4	–	Sell	-74	Closed	-$3.11K	–	198
2023 Q3	$3.11K	Buy	+74	New	+$3.63K	﹤0.01%	407

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Flaharty Asset Management's DOCU Position: Q4 2023 in Review

Flaharty Asset Management sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 74 shares — an estimated $3.11K sold.

Flaharty Asset Management first reported a position in DOCU in Q3 2023 and held it in 1 quarter. The position peaked at $3.11K in Q3 2023. 705 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

Flaharty Asset Management reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
Flaharty Asset Management sold 74 DocuSign shares in Q4 2023, an estimated $3.11K.
Flaharty Asset Management first reported a position in DocuSign in Q3 2023 and held it in 1 quarter.
Flaharty Asset Management's DocuSign position peaked at $3.11K in Q3 2023.
705 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Flaharty Asset Management's 13F filing for Q4 2023, filed 5 Feb 2024.