FFN
DOCU

Focus Financial Network’s DocuSign DOCU Stock Holding History

Focus Financial Network’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
-3,481
Closed -$203K – 592
2023
Q1 		$203K Buy
+3,481
New +$208K 0.01% 542
2022
Q4 		– Sell
-4,303
Closed -$230K – 481
2022
Q3 		$230K Buy
4,303
+369
+9% +$23.1K 0.02% 425
2022
Q2 		$226K Sell
3,934
-820
-17% -$66.4K 0.02% 448
2022
Q1 		$509K Buy
4,754
+2,588
+119% +$297K 0.04% 301
2021
Q4 		$330K Sell
2,166
-195
-8% -$44.5K 0.05% 278
2021
Q3 		$608K Buy
2,361
+257
+12% +$74K 0.08% 215
2021
Q2 		$588K Buy
2,104
+189
+10% +$42.3K 0.08% 235
2021
Q1 		$388K Sell
1,915
-4,858
-72% -$1.13M 0.05% 302
2020
Q4 		$1.51M Sell
6,773
-6,275
-48% -$1.41M 0.13% 142
2020
Q3 		$2.81M Sell
13,048
-841
-6% -$175K 0.26% 82
2020
Q2 		$2.39M Buy
13,889
+3,692
+36% +$465K 0.27% 80
2020
Q1 		$942K Buy
+10,197
New +$820K 0.13% 147

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Focus Financial Network's DOCU Position: Q2 2023 in Review

Focus Financial Network sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 3,481 shares — an estimated $203K sold.

Focus Financial Network first reported a position in DOCU in Q1 2020 and held it in 12 quarters. The position peaked at $2.81M in Q3 2020. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • Focus Financial Network reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • Focus Financial Network sold 3,481 DocuSign shares in Q2 2023, an estimated $203K.
  • Focus Financial Network first reported a position in DocuSign in Q1 2020 and held it in 12 quarters.
  • Focus Financial Network's DocuSign position peaked at $2.81M in Q3 2020.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Focus Financial Network's 13F filing for Q2 2023, filed 23 Jul 2024.