GIA
DOCU

Gladstone Institutional Advisory’s DocuSign DOCU Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-6,359
Closed -$325K – 633
2023
Q2 		$325K Sell
6,359
-22,918
-78% -$1.21M 0.02% 508
2023
Q1 		$1.71M Buy
29,277
+13,032
+80% +$777K 0.11% 213
2022
Q4 		$900K Sell
16,245
-4,250
-21% -$207K 0.06% 295
2022
Q3 		$1.1M Buy
20,495
+7,385
+56% +$463K 0.09% 254
2022
Q2 		$752K Buy
13,110
+10,029
+326% +$812K 0.06% 329
2022
Q1 		$330K Buy
3,081
+913
+42% +$105K 0.02% 525
2021
Q4 		$330K Sell
2,168
-5,300
-71% -$1.21M 0.03% 453
2021
Q3 		$1.92M Buy
7,468
+5,461
+272% +$1.57M 0.19% 144
2021
Q2 		$561K Sell
2,007
-188
-9% -$42K 0.07% 274
2021
Q1 		$444K Sell
2,195
-1,037
-32% -$240K 0.07% 253
2020
Q4 		$718K Buy
3,232
+92
+3% +$20.7K 0.14% 129
2020
Q3 		$676K Sell
3,140
-1,961
-38% -$407K 0.16% 122
2020
Q2 		$878K Buy
+5,101
New +$643K 0.22% 91

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gladstone Institutional Advisory's DOCU Position: Q3 2023 in Review

Gladstone Institutional Advisory sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 6,359 shares — an estimated $325K sold.

Gladstone Institutional Advisory first reported a position in DOCU in Q2 2020 and held it in 13 quarters. The position peaked at $1.92M in Q3 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Gladstone Institutional Advisory reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 6,359 DocuSign shares in Q3 2023, an estimated $325K.
  • Gladstone Institutional Advisory first reported a position in DocuSign in Q2 2020 and held it in 13 quarters.
  • Gladstone Institutional Advisory's DocuSign position peaked at $1.92M in Q3 2021.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.