GIP
DOCU

Greatmark Investment Partners’s DocuSign DOCU Stock Holding History

Greatmark Investment Partners’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
-17,500
Closed -$894K – 129
2023
Q2 		$894K Buy
+17,500
New +$927K 0.15% 75

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
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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

Greatmark Investment Partners's DOCU Position: Q3 2023 in Review

Greatmark Investment Partners sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 17,500 shares — an estimated $894K sold.

Greatmark Investment Partners first reported a position in DOCU in Q2 2023 and held it in 1 quarter. The position peaked at $894K in Q2 2023. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Greatmark Investment Partners reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Greatmark Investment Partners sold 17,500 DocuSign shares in Q3 2023, an estimated $894K.
  • Greatmark Investment Partners first reported a position in DocuSign in Q2 2023 and held it in 1 quarter.
  • Greatmark Investment Partners's DocuSign position peaked at $894K in Q2 2023.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Greatmark Investment Partners's 13F filing for Q3 2023, filed 8 Nov 2023.