FIA
DOCU

Foundations Investment Advisors’s DocuSign DOCU Stock Holding History

Foundations Investment 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
Q2 		– Sell
-6,838
Closed -$399K – 581
2023
Q1 		$399K Buy
+6,838
New +$408K 0.01% 355
2022
Q4 		– Sell
-9,302
Closed -$497K – 447
2022
Q3 		$497K Buy
9,302
+6,139
+194% +$385K 0.02% 251
2022
Q2 		$203K Buy
3,163
+271
+9% +$21.9K 0.01% 366
2022
Q1 		$288K Buy
2,892
+1
+0% +$115 0.01% 279
2021
Q4 		$403K Buy
2,891
+1,184
+69% +$270K 0.02% 230
2021
Q3 		$437K Buy
1,707
+337
+25% +$97.1K 0.02% 202
2021
Q2 		$395K Buy
+1,370
New +$306K 0.02% 196

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

Foundations Investment Advisors's DOCU Position: Q2 2023 in Review

Foundations Investment Advisors sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 6,838 shares — an estimated $399K sold.

Foundations Investment Advisors first reported a position in DOCU in Q2 2021 and held it in 7 quarters. The position peaked at $497K in Q3 2022. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • Foundations Investment Advisors reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 6,838 DocuSign shares in Q2 2023, an estimated $399K.
  • Foundations Investment Advisors first reported a position in DocuSign in Q2 2021 and held it in 7 quarters.
  • Foundations Investment Advisors's DocuSign position peaked at $497K in Q3 2022.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.